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 | $119,134 | $78,422+51.9% | $95,952+24.2% | $79,858+49.2% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.3pp |
| Annual return | 20.61% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,582 | $1,945+32.8% | $2,541+1.6% | $2,471+4.5% |
| Participant deferral / active EE | $5,535 | $3,440+60.9% | $4,167+32.8% | $3,740+48.0% |
| Admin fee / account holder | $1,621 | $5,622-71.2% | $6,795-76.1% | $5,306-69.5% |