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 | $129,312 | $85,766+50.8% | $136,294-5.1% | $70,131+84.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.51% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $19,682 | $2,966+563.6% | $4,695+319.2% | $2,342+740.2% |
| Participant deferral / active EE | $8,106 | $5,051+60.5% | $6,247+29.8% | $3,332+143.3% |
| Admin fee / account holder | $13,138 | $5,420+142.4% | $9,243+42.1% | $4,645+182.8% |