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 | $213,326 | $115,770+84.3% | $101,248+110.7% | $158,922+34.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 26.22% | 56.14%-29.9pp | 46.47%-20.2pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,695 | $4,175-59.4% | $3,660-53.7% | $4,761-64.4% |
| Participant deferral / active EE | $2,980 | $4,957-39.9% | $4,370-31.8% | $5,982-50.2% |
| Admin fee / account holder | $325 | $7,245-95.5% | $5,945-94.5% | $11,246-97.1% |