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 | $215,357 | $89,753+139.9% | $107,525+100.3% | $84,808+153.9% |
| Participation rate | 76.7% | 68.1%+8.6pp | 75.1%+1.6pp | 68.3%+8.4pp |
| Annual return | 21.16% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,509 | $3,113-19.4% | $3,754-33.2% | $2,631-4.6% |
| Participant deferral / active EE | $7,558 | $4,056+86.3% | $5,116+47.7% | $4,212+79.5% |
| Admin fee / account holder | $13,954 | $7,222+93.2% | $8,919+56.5% | $7,344+90.0% |