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 | $119,901 | $88,672+35.2% | $105,223+13.9% | $82,448+45.4% |
| Participation rate | 87.8% | 67.9%+19.8pp | 75.0%+12.7pp | 68.1%+19.7pp |
| Annual return | 24.34% | 30.86%-6.5pp | 180.65%-156.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $5,881 | $3,048+93.0% | $3,689+59.4% | $2,551+130.6% |
| Participant deferral / active EE | $6,224 | $4,036+54.2% | $5,072+22.7% | $4,139+50.4% |
| Admin fee / account holder | $35,189 | $7,146+392.4% | $8,859+297.2% | $7,234+386.4% |