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 | $142,721 | $185,822-23.2% | $169,993-16.0% | $139,434+2.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 16.50% | 60.50%-44.0pp | 53.37%-36.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $9,555 | $7,590+25.9% | $6,785+40.8% | $4,751+101.1% |
| Participant deferral / active EE | $13,708 | $11,622+17.9% | $10,408+31.7% | $6,710+104.3% |
| Admin fee / account holder | $45,646 | $15,381+196.8% | $12,815+256.2% | $11,403+300.3% |