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 | $237,320 | $133,922+77.2% | $116,228+104.2% | $142,382+66.7% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.6%+3.7pp | 80.1%-1.9pp |
| Annual return | 12.16% | 147.76%-135.6pp | 90.06%-77.9pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,823 | $3,446-18.1% | $2,994-5.7% | $4,299-34.3% |
| Participant deferral / active EE | $5,984 | $5,672+5.5% | $4,953+20.8% | $6,507-8.0% |
| Admin fee / account holder | $4,323 | $14,945-71.1% | $11,989-63.9% | $12,624-65.8% |