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 | $198,469 | $98,750+101.0% | $149,696+32.6% | $79,858+148.5% |
| Participation rate | 70.7% | 75.8%-5.0pp | 82.5%-11.7pp | 69.6%+1.1pp |
| Annual return | 21.04% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $701 | $3,216-78.2% | $4,644-84.9% | $2,471-71.6% |
| Participant deferral / active EE | $13,012 | $5,680+129.1% | $6,842+90.2% | $3,740+247.9% |
| Admin fee / account holder | $20,240 | $6,053+234.4% | $9,309+117.4% | $5,306+281.4% |