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 | $219,360 | $102,317+114.4% | $146,958+49.3% | $80,856+171.3% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 14.06% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,066 | $3,713-71.3% | $4,933-78.4% | $2,755-61.3% |
| Participant deferral / active EE | $10,833 | $6,644+63.1% | $8,070+34.2% | $4,296+152.2% |
| Admin fee / account holder | $2,867 | $7,941-63.9% | $12,998-77.9% | $6,918-58.6% |