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 | $191,218 | $86,929+120.0% | $102,423+86.7% | $80,856+136.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 27.46% | 18.88%+8.6pp | 29.32%-1.9pp | 35.59%-8.1pp |
| Employer contribution / active EE | $6,634 | $2,369+180.0% | $3,023+119.4% | $2,755+140.8% |
| Participant deferral / active EE | $5,504 | $4,118+33.6% | $5,053+8.9% | $4,296+28.1% |
| Admin fee / account holder | $10,988 | $8,049+36.5% | $9,451+16.3% | $6,918+58.8% |