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 6-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 | $82,088 | $86,929-5.6% | $102,423-19.9% | $80,856+1.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 21.98% | 18.88%+3.1pp | 29.32%-7.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $7,377 | $2,369+211.3% | $3,023+144.0% | $2,755+167.8% |
| Participant deferral / active EE | $13,337 | $4,118+223.8% | $5,053+164.0% | $4,296+210.5% |
| Admin fee / account holder | $1,194 | $8,049-85.2% | $9,451-87.4% | $6,918-82.7% |