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 5-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 | $182,698 | $86,929+110.2% | $102,423+78.4% | $80,856+126.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.63% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,028 | $2,369+112.2% | $3,023+66.3% | $2,755+82.5% |
| Participant deferral / active EE | $6,327 | $4,118+53.6% | $5,053+25.2% | $4,296+47.3% |
| Admin fee / account holder | $18,985 | $8,049+135.9% | $9,451+100.9% | $6,918+174.4% |