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 | $247,907 | $175,202+41.5% | $149,673+65.6% | $139,434+77.8% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 16.95% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $8,824 | $5,474+61.2% | $4,818+83.2% | $4,751+85.7% |
| Participant deferral / active EE | $5,445 | $6,519-16.5% | $5,680-4.1% | $6,710-18.9% |
| Admin fee / account holder | $2,460 | $16,150-84.8% | $13,210-81.4% | $11,403-78.4% |