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 | $100,475 | $87,013+15.5% | $106,213-5.4% | $80,856+24.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.54% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $8,261 | $2,395+244.9% | $3,171+160.5% | $2,755+199.9% |
| Participant deferral / active EE | $11,777 | $3,986+195.5% | $5,016+134.8% | $4,296+174.2% |
| Admin fee / account holder | $9,207 | $8,431+9.2% | $11,033-16.6% | $6,918+33.1% |