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 | $155,147 | $86,929+78.5% | $102,423+51.5% | $80,856+91.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.13% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,663 | $2,369+12.4% | $3,023-11.9% | $2,755-3.3% |
| Participant deferral / active EE | $6,860 | $4,118+66.6% | $5,053+35.8% | $4,296+59.7% |
| Admin fee / account holder | $23,451 | $8,049+191.4% | $9,451+148.1% | $6,918+239.0% |