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 | $91,401 | $60,022+52.3% | $88,946+2.8% | $84,808+7.8% |
| Participation rate | 78.6% | 57.8%+20.7pp | 68.8%+9.7pp | 68.3%+10.3pp |
| Annual return | 16.65% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,618 | $1,703+288.6% | $2,555+159.0% | $2,631+151.5% |
| Participant deferral / active EE | $4,975 | $3,114+59.8% | $4,581+8.6% | $4,212+18.1% |
| Admin fee / account holder | $12,361 | $4,811+156.9% | $8,261+49.6% | $7,344+68.3% |