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 | $111,434 | $100,852+10.5% | $90,404+23.3% | $158,922-29.9% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 14.70% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $521 | $3,689-85.9% | $3,262-84.0% | $4,761-89.1% |
| Participant deferral / active EE | $4,736 | $4,348+8.9% | $3,963+19.5% | $5,982-20.8% |
| Admin fee / account holder | $775 | $6,501-88.1% | $5,611-86.2% | $11,246-93.1% |