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 8-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 | $245,045 | $112,096+118.6% | $95,952+155.4% | $158,922+54.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 12.63% | 171.09%-158.5pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,900 | $3,198-40.6% | $2,541-25.2% | $4,761-60.1% |
| Participant deferral / active EE | $3,418 | $4,784-28.5% | $4,167-18.0% | $5,982-42.9% |
| Admin fee / account holder | $1,788 | $10,130-82.4% | $6,795-73.7% | $11,246-84.1% |