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 | $229,851 | $148,534+54.7% | $135,903+69.1% | $139,434+64.8% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 14.33% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,817 | $5,243-65.3% | $4,856-62.6% | $4,751-61.7% |
| Participant deferral / active EE | $12,260 | $8,100+51.4% | $7,758+58.0% | $6,710+82.7% |
| Admin fee / account holder | $40,108 | $12,400+223.5% | $10,762+272.7% | $11,403+251.7% |