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 | $125,516 | $90,503+38.7% | $78,689+59.5% | $273,961-54.2% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 12.59% | 75.60%-63.0pp | 62.18%-49.6pp | 41.45%-28.9pp |
| Employer contribution / active EE | $4,253 | $3,176+33.9% | $2,851+49.2% | $4,869-12.7% |
| Participant deferral / active EE | $4,781 | $3,901+22.5% | $3,517+35.9% | $5,287-9.6% |
| Admin fee / account holder | $6,565 | $5,263+24.7% | $4,510+45.5% | $10,132-35.2% |