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 | $153,040 | $86,929+76.1% | $102,423+49.4% | $80,856+89.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.78% | 18.88%-2.1pp | 29.32%-12.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,008 | $2,369-57.4% | $3,023-66.7% | $2,755-63.4% |
| Participant deferral / active EE | $5,367 | $4,118+30.3% | $5,053+6.2% | $4,296+24.9% |
| Admin fee / account holder | $24,298 | $8,049+201.9% | $9,451+157.1% | $6,918+251.2% |