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 | $151,627 | $86,929+74.4% | $102,423+48.0% | $80,856+87.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 24.28% | 18.88%+5.4pp | 29.32%-5.0pp | 35.59%-11.3pp |
| Employer contribution / active EE | $8,146 | $2,369+243.8% | $3,023+169.4% | $2,755+195.7% |
| Participant deferral / active EE | $3,025 | $4,118-26.6% | $5,053-40.1% | $4,296-29.6% |
| Admin fee / account holder | $3,991 | $8,049-50.4% | $9,451-57.8% | $6,918-42.3% |