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 7-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 | $128,108 | $86,929+47.4% | $102,423+25.1% | $80,856+58.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 21.35% | 18.88%+2.5pp | 29.32%-8.0pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,779 | $2,369-24.9% | $3,023-41.1% | $2,755-35.4% |
| Participant deferral / active EE | $6,620 | $4,118+60.7% | $5,053+31.0% | $4,296+54.1% |
| Admin fee / account holder | $2,271 | $8,049-71.8% | $9,451-76.0% | $6,918-67.2% |