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 | $199,885 | $81,248+146.0% | $155,509+28.5% | $80,856+147.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.74% | 33.31%-20.6pp | 64.67%-51.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,248 | $3,100-27.5% | $4,672-51.9% | $2,755-18.4% |
| Participant deferral / active EE | $6,030 | $3,452+74.7% | $5,626+7.2% | $4,296+40.4% |
| Admin fee / account holder | $5,041 | $7,997-37.0% | $15,912-68.3% | $6,918-27.1% |