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 | $248,019 | $157,256+57.7% | $141,162+75.7% | $152,861+62.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.98% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $11,536 | $5,261+119.3% | $4,735+143.6% | $4,762+142.2% |
| Participant deferral / active EE | $10,291 | $7,109+44.7% | $6,709+53.4% | $5,850+75.9% |
| Admin fee / account holder | $5,968 | $12,120-50.8% | $10,261-41.8% | $11,596-48.5% |