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 | $239,725 | $118,680+102.0% | $98,907+142.4% | $158,922+50.8% |
| Participation rate | 73.3% | 77.8%-4.5pp | 76.0%-2.7pp | 82.0%-8.6pp |
| Annual return | 37.96% | 372.35%-334.4pp | 196.43%-158.5pp | 302.83%-264.9pp |
| Employer contribution / active EE | $1,950 | $3,333-41.5% | $2,689-27.5% | $4,761-59.1% |
| Participant deferral / active EE | $2,425 | $5,088-52.3% | $4,244-42.9% | $5,982-59.5% |
| Admin fee / account holder | $4,246 | $10,131-58.1% | $6,642-36.1% | $11,246-62.2% |