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 | $177,015 | $106,749+65.8% | $145,433+21.7% | $82,448+114.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,437 | $3,444-0.2% | $4,554-24.5% | $2,551+34.7% |
| Participant deferral / active EE | $17,021 | $6,519+161.1% | $7,897+115.5% | $4,139+311.2% |
| Admin fee / account holder | $5,618 | $8,390-33.0% | $13,129-57.2% | $7,234-22.3% |