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 | $233,676 | $94,752+146.6% | $112,887+107.0% | $139,434+67.6% |
| Participation rate | 89.5% | 81.3%+8.2pp | 80.5%+9.0pp | 80.3%+9.2pp |
| Annual return | 16.28% | 40.88%-24.6pp | 34.10%-17.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,868 | $4,625-38.0% | $4,563-37.2% | $4,751-39.6% |
| Participant deferral / active EE | $9,123 | $6,512+40.1% | $6,513+40.1% | $6,710+36.0% |
| Admin fee / account holder | $32,203 | $8,527+277.6% | $7,047+357.0% | $11,403+182.4% |