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 | $123,260 | $86,929+41.8% | $102,423+20.3% | $80,856+52.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.50% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,042 | $2,369+70.6% | $3,023+33.7% | $2,755+46.7% |
| Participant deferral / active EE | $5,614 | $4,118+36.3% | $5,053+11.1% | $4,296+30.7% |
| Admin fee / account holder | $10,092 | $8,049+25.4% | $9,451+6.8% | $6,918+45.9% |