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 | $247,995 | $157,256+57.7% | $141,162+75.7% | $152,861+62.2% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 21.13% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,964 | $5,261-62.7% | $4,735-58.5% | $4,762-58.8% |
| Participant deferral / active EE | $12,726 | $7,109+79.0% | $6,709+89.7% | $5,850+117.5% |
| Admin fee / account holder | $2,789 | $12,120-77.0% | $10,261-72.8% | $11,596-75.9% |