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 | $246,791 | $112,881+118.6% | $90,951+171.3% | $158,922+55.3% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 14.94% | 215.79%-200.9pp | 134.60%-119.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,023 | $2,893-30.1% | $2,122-4.7% | $4,761-57.5% |
| Participant deferral / active EE | $7,313 | $4,128+77.2% | $3,373+116.8% | $5,982+22.2% |
| Admin fee / account holder | $46,526 | $8,041+478.6% | $5,959+680.8% | $11,246+313.7% |