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 | $199,636 | $126,574+57.7% | $106,213+88.0% | $145,922+36.8% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 19.94% | 224.79%-204.8pp | 116.14%-96.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,783 | $3,730-52.2% | $3,171-43.8% | $4,660-61.7% |
| Participant deferral / active EE | $10,386 | $5,724+81.5% | $5,016+107.1% | $6,688+55.3% |
| Admin fee / account holder | $3,574 | $17,304-79.3% | $11,033-67.6% | $13,397-73.3% |