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 | $228,831 | $72,071+217.5% | $68,368+234.7% | $137,256+66.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 14.83% | 353.14%-338.3pp | 292.57%-277.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,485 | $2,788-10.9% | $2,649-6.2% | $4,156-40.2% |
| Participant deferral / active EE | $7,237 | $4,410+64.1% | $4,123+75.5% | $6,407+13.0% |
| Admin fee / account holder | $511 | $5,336-90.4% | $5,150-90.1% | $12,270-95.8% |