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 10-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 | $125,975 | $85,766+46.9% | $136,294-7.6% | $70,131+79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 28.05% | 31.45%-3.4pp | 5155.94%-5127.9pp | 73.14%-45.1pp |
| Employer contribution / active EE | $9,793 | $2,966+230.2% | $4,695+108.6% | $2,342+318.1% |
| Participant deferral / active EE | $8,485 | $5,051+68.0% | $6,247+35.8% | $3,332+154.7% |
| Admin fee / account holder | $2,878 | $5,420-46.9% | $9,243-68.9% | $4,645-38.0% |