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 | $134,500 | $85,766+56.8% | $136,294-1.3% | $70,131+91.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.12% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $10,206 | $2,966+244.1% | $4,695+117.4% | $2,342+335.7% |
| Participant deferral / active EE | $7,537 | $5,051+49.2% | $6,247+20.6% | $3,332+126.2% |
| Admin fee / account holder | $10,165 | $5,420+87.5% | $9,243+10.0% | $4,645+118.8% |