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 | $132,125 | $98,750+33.8% | $149,696-11.7% | $79,858+65.5% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 18.94% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,141 | $3,216-2.3% | $4,644-32.4% | $2,471+27.1% |
| Participant deferral / active EE | $7,482 | $5,680+31.7% | $6,842+9.4% | $3,740+100.0% |
| Admin fee / account holder | $1,992 | $6,053-67.1% | $9,309-78.6% | $5,306-62.5% |