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 | $171,373 | $86,929+97.1% | $102,423+67.3% | $80,856+111.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 24.75% | 18.88%+5.9pp | 29.32%-4.6pp | 35.59%-10.8pp |
| Employer contribution / active EE | $6,248 | $2,369+163.7% | $3,023+106.7% | $2,755+126.8% |
| Participant deferral / active EE | $5,448 | $4,118+32.3% | $5,053+7.8% | $4,296+26.8% |
| Admin fee / account holder | $6,466 | $8,049-19.7% | $9,451-31.6% | $6,918-6.5% |