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 | $117,612 | $78,422+50.0% | $95,952+22.6% | $79,858+47.3% |
| Participation rate | 74.1% | 73.5%+0.6pp | 77.1%-3.0pp | 69.6%+4.4pp |
| Annual return | 17.30% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,016 | $1,945+55.0% | $2,541+18.7% | $2,471+22.1% |
| Participant deferral / active EE | $5,515 | $3,440+60.3% | $4,167+32.3% | $3,740+47.4% |
| Admin fee / account holder | $29,918 | $5,622+432.2% | $6,795+340.3% | $5,306+463.8% |