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 | $212,684 | $70,756+200.6% | $65,493+224.7% | $142,382+49.4% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.1%-7.4pp |
| Annual return | 14.68% | 1754.89%-1740.2pp | 982.45%-967.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,883 | $2,881-34.6% | $2,574-26.9% | $4,299-56.2% |
| Participant deferral / active EE | $5,598 | $4,637+20.7% | $3,961+41.3% | $6,507-14.0% |
| Admin fee / account holder | $58,675 | $6,559+794.6% | $5,028+1066.9% | $12,624+364.8% |