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 | $202,051 | $86,929+132.4% | $102,423+97.3% | $80,856+149.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.78% | 18.88%-3.1pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,461 | $2,369+46.1% | $3,023+14.5% | $2,755+25.6% |
| Participant deferral / active EE | $7,641 | $4,118+85.5% | $5,053+51.2% | $4,296+77.9% |
| Admin fee / account holder | $1,119 | $8,049-86.1% | $9,451-88.2% | $6,918-83.8% |