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 | $215,006 | $105,181+104.4% | $159,436+34.9% | $85,850+150.4% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.8%-2.3pp | 69.3%+11.2pp |
| Annual return | 16.89% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,565 | $5,945+60.9% | $7,352+30.1% | $3,952+142.0% |
| Admin fee / account holder | $30,807 | $6,933+344.3% | $10,799+185.3% | $6,260+392.1% |