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 | $113,416 | $89,355+26.9% | $141,162-19.7% | $72,985+55.4% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 22.99% | 111.85%-88.9pp | 71.39%-48.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $6,496 | $3,114+108.6% | $4,735+37.2% | $2,440+166.3% |
| Participant deferral / active EE | $7,416 | $5,418+36.9% | $6,709+10.5% | $3,607+105.6% |
| Admin fee / account holder | $1,436 | $5,958-75.9% | $10,261-86.0% | $5,124-72.0% |