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 | $210,239 | $111,724+88.2% | $93,606+124.6% | $145,922+44.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 10.99% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,149 | $3,090-62.8% | $2,420-52.5% | $4,660-75.3% |
| Participant deferral / active EE | $4,149 | $4,912-15.5% | $4,411-5.9% | $6,688-38.0% |
| Admin fee / account holder | $16,714 | $10,250+63.1% | $8,285+101.7% | $13,397+24.8% |