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 | $156,189 | $81,248+92.2% | $155,509+0.4% | $80,856+93.2% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 12.96% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,601 | $3,100-16.1% | $4,672-44.3% | $2,755-5.6% |
| Participant deferral / active EE | $7,059 | $3,452+104.5% | $5,626+25.5% | $4,296+64.3% |
| Admin fee / account holder | $963 | $7,997-88.0% | $15,912-93.9% | $6,918-86.1% |