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 | $248,490 | $117,841+110.9% | $102,423+142.6% | $145,922+70.3% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 13.34% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,252 | $3,615-10.0% | $3,023+7.6% | $4,660-30.2% |
| Participant deferral / active EE | $10,121 | $5,731+76.6% | $5,053+100.3% | $6,688+51.3% |
| Admin fee / account holder | $11,168 | $13,326-16.2% | $9,451+18.2% | $13,397-16.6% |