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 | $167,621 | $86,929+92.8% | $102,423+63.7% | $80,856+107.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.73% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,556 | $2,369+134.5% | $3,023+83.8% | $2,755+101.7% |
| Participant deferral / active EE | $6,211 | $4,118+50.8% | $5,053+22.9% | $4,296+44.6% |
| Admin fee / account holder | $5,152 | $8,049-36.0% | $9,451-45.5% | $6,918-25.5% |