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 9-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 | $161,404 | $86,929+85.7% | $102,423+57.6% | $80,856+99.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.77% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $5,087 | $2,369+114.7% | $3,023+68.2% | $2,755+84.6% |
| Participant deferral / active EE | $6,321 | $4,118+53.5% | $5,053+25.1% | $4,296+47.2% |
| Admin fee / account holder | $3,018 | $8,049-62.5% | $9,451-68.1% | $6,918-56.4% |