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 | $88,641 | $57,016+55.5% | $84,966+4.3% | $80,856+9.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 11.36% | 21.66%-10.3pp | 66.38%-55.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,304 | $1,798+83.8% | $2,727+21.1% | $2,755+19.9% |
| Participant deferral / active EE | $7,706 | $3,110+147.8% | $4,519+70.5% | $4,296+79.4% |
| Admin fee / account holder | $8,904 | $4,980+78.8% | $6,149+44.8% | $6,918+28.7% |