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 | $231,614 | $86,929+166.4% | $102,423+126.1% | $80,856+186.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.08% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,289 | $2,369+38.8% | $3,023+8.8% | $2,755+19.4% |
| Participant deferral / active EE | $6,091 | $4,118+47.9% | $5,053+20.5% | $4,296+41.8% |
| Admin fee / account holder | $3,355 | $8,049-58.3% | $9,451-64.5% | $6,918-51.5% |