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 | $241,301 | $103,376+133.4% | $87,100+177.0% | $152,861+57.9% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 26.70% | 28.10%-1.4pp | 28.19%-1.5pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,402 | $3,220-25.4% | $2,521-4.8% | $4,762-49.6% |
| Participant deferral / active EE | $8,538 | $4,778+78.7% | $4,049+110.9% | $5,850+45.9% |
| Admin fee / account holder | $1,206 | $12,205-90.1% | $7,497-83.9% | $11,596-89.6% |