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 | $246,735 | $98,750+149.9% | $149,696+64.8% | $79,858+209.0% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 14.49% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,265 | $3,216-60.7% | $4,644-72.8% | $2,471-48.8% |
| Participant deferral / active EE | $9,840 | $5,680+73.2% | $6,842+43.8% | $3,740+163.1% |
| Admin fee / account holder | $51,644 | $6,053+753.3% | $9,309+454.8% | $5,306+873.3% |