See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,065 | $144,119+39.5% | $117,854+70.6% | $147,584+36.2% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 20.04% | 531.15%-511.1pp | 335.08%-315.0pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,785 | $4,896-43.1% | $3,786-26.4% | $4,876-42.9% |
| Participant deferral / active EE | $11,392 | $5,316+114.3% | $4,482+154.2% | $5,439+109.5% |
| Admin fee / account holder | $6,035 | $10,886-44.6% | $8,020-24.8% | $10,885-44.6% |