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 | $246,349 | $109,982+124.0% | $97,226+153.4% | $145,922+68.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 21.60% | 242.90%-221.3pp | 75.13%-53.5pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,560 | $3,084-49.4% | $2,729-42.8% | $4,660-66.5% |
| Participant deferral / active EE | $2,016 | $4,676-56.9% | $4,264-52.7% | $6,688-69.9% |
| Admin fee / account holder | $25,363 | $6,221+307.7% | $5,654+348.6% | $13,397+89.3% |