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 | $163,109 | $86,929+87.6% | $102,423+59.2% | $80,856+101.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.58% | 18.88%+0.7pp | 29.32%-9.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $4,010 | $2,369+69.2% | $3,023+32.6% | $2,755+45.6% |
| Participant deferral / active EE | $8,494 | $4,118+106.2% | $5,053+68.1% | $4,296+97.7% |
| Admin fee / account holder | $1,595 | $8,049-80.2% | $9,451-83.1% | $6,918-76.9% |