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 | $190,540 | $86,929+119.2% | $102,423+86.0% | $80,856+135.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 18.23% | 18.88%-0.7pp | 29.32%-11.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $7,200 | $2,369+203.9% | $3,023+138.1% | $2,755+161.3% |
| Participant deferral / active EE | $6,482 | $4,118+57.4% | $5,053+28.3% | $4,296+50.9% |
| Admin fee / account holder | $1,615 | $8,049-79.9% | $9,451-82.9% | $6,918-76.7% |