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 | $113,621 | $81,460+39.5% | $103,333+10.0% | $80,856+40.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 23.62% | 25.55%-1.9pp | 24.88%-1.3pp | 35.59%-12.0pp |
| Employer contribution / active EE | $4,615 | $3,105+48.6% | $3,868+19.3% | $2,755+67.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,870 | $6,566-71.5% | $8,355-77.6% | $6,918-73.0% |