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 | $127,265 | $85,766+48.4% | $136,294-6.6% | $70,131+81.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.39% | 31.45%-12.1pp | 5155.94%-5136.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $5,246 | $2,966+76.9% | $4,695+11.7% | $2,342+123.9% |
| Participant deferral / active EE | $8,404 | $5,051+66.4% | $6,247+34.5% | $3,332+152.3% |
| Admin fee / account holder | $7,665 | $5,420+41.4% | $9,243-17.1% | $4,645+65.0% |