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 | $170,446 | $86,929+96.1% | $102,423+66.4% | $80,856+110.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.43% | 18.88%+0.5pp | 29.32%-9.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $11,754 | $2,369+396.1% | $3,023+288.8% | $2,755+326.7% |
| Participant deferral / active EE | $5,718 | $4,118+38.8% | $5,053+13.2% | $4,296+33.1% |
| Admin fee / account holder | $1,294 | $8,049-83.9% | $9,451-86.3% | $6,918-81.3% |