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 8-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 | $110,190 | $58,523+88.3% | $99,443+10.8% | $72,985+51.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.57% | 28.51%-6.9pp | 30.72%-9.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,899 | $1,512+25.6% | $2,540-25.2% | $2,440-22.2% |
| Participant deferral / active EE | $3,773 | $2,606+44.8% | $3,619+4.3% | $3,607+4.6% |
| Admin fee / account holder | $3,675 | $4,102-10.4% | $6,250-41.2% | $5,124-28.3% |