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 | $215,571 | $86,929+148.0% | $102,423+110.5% | $80,856+166.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.09% | 18.88%-1.8pp | 29.32%-12.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,518 | $2,369+48.5% | $3,023+16.4% | $2,755+27.7% |
| Participant deferral / active EE | $3,826 | $4,118-7.1% | $5,053-24.3% | $4,296-10.9% |
| Admin fee / account holder | $3,141 | $8,049-61.0% | $9,451-66.8% | $6,918-54.6% |