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 | $147,892 | $86,929+70.1% | $102,423+44.4% | $80,856+82.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.71% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,439 | $2,369+2.9% | $3,023-19.3% | $2,755-11.5% |
| Participant deferral / active EE | $5,282 | $4,118+28.2% | $5,053+4.5% | $4,296+23.0% |
| Admin fee / account holder | $2,779 | $8,049-65.5% | $9,451-70.6% | $6,918-59.8% |