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 | $228,763 | $78,422+191.7% | $95,952+138.4% | $79,858+186.5% |
| Participation rate | 73.8% | 73.5%+0.4pp | 77.1%-3.2pp | 69.6%+4.2pp |
| Annual return | 15.32% | 19.37%-4.0pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,676 | $1,945+37.6% | $2,541+5.3% | $2,471+8.3% |
| Participant deferral / active EE | $3,601 | $3,440+4.7% | $4,167-13.6% | $3,740-3.7% |
| Admin fee / account holder | $39,744 | $5,622+606.9% | $6,795+484.9% | $5,306+649.0% |