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 | $72,583 | $60,022+20.9% | $88,946-18.4% | $84,808-14.4% |
| Participation rate | 94.3% | 57.8%+36.4pp | 68.8%+25.4pp | 68.3%+25.9pp |
| Annual return | 29.06% | 22.43%+6.6pp | 57.82%-28.8pp | 40.90%-11.8pp |
| Employer contribution / active EE | $11,239 | $1,703+560.0% | $2,555+339.9% | $2,631+327.2% |
| Participant deferral / active EE | $11,784 | $3,114+278.4% | $4,581+157.2% | $4,212+179.8% |
| Admin fee / account holder | $2,045 | $4,811-57.5% | $8,261-75.3% | $7,344-72.2% |