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 | $238,066 | $144,119+65.2% | $117,854+102.0% | $147,584+61.3% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | 16.88% | 531.15%-514.3pp | 335.08%-318.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,495 | $4,896-49.0% | $3,786-34.1% | $4,876-48.8% |
| Participant deferral / active EE | $8,463 | $5,316+59.2% | $4,482+88.8% | $5,439+55.6% |
| Admin fee / account holder | $3,273 | $10,886-69.9% | $8,020-59.2% | $10,885-69.9% |