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 | $211,939 | $93,071+127.7% | $74,583+184.2% | $273,961-22.6% |
| Participation rate | 92.3% | 74.9%+17.4pp | 68.1%+24.2pp | 83.0%+9.3pp |
| Annual return | 146.31% | 26.18%+120.1pp | 20.47%+125.8pp | 41.45%+104.9pp |
| Employer contribution / active EE | $1,666 | $3,160-47.3% | $2,525-34.0% | $4,869-65.8% |
| Participant deferral / active EE | $8,039 | $4,160+93.2% | $3,458+132.5% | $5,287+52.0% |
| Admin fee / account holder | $4,139 | $5,272-21.5% | $4,1380% | $10,132-59.1% |