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 | $147,853 | $86,929+70.1% | $102,423+44.4% | $80,856+82.9% |
| Participation rate | 76.1% | 72.4%+3.7pp | 76.5%-0.4pp | 67.6%+8.5pp |
| Annual return | 16.62% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $4,495 | $2,369+89.7% | $3,023+48.7% | $2,755+63.2% |
| Participant deferral / active EE | $5,908 | $4,118+43.4% | $5,053+16.9% | $4,296+37.5% |
| Admin fee / account holder | $21,741 | $8,049+170.1% | $9,451+130.0% | $6,918+214.3% |