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 | $199,573 | $81,248+145.6% | $155,509+28.3% | $80,856+146.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.65% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,584 | $3,100-16.7% | $4,672-44.7% | $2,755-6.2% |
| Participant deferral / active EE | $6,266 | $3,452+81.6% | $5,626+11.4% | $4,296+45.9% |
| Admin fee / account holder | $2,597 | $7,997-67.5% | $15,912-83.7% | $6,918-62.5% |