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 | $137,414 | $89,355+53.8% | $141,162-2.7% | $72,985+88.3% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 19.12% | 111.85%-92.7pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $8,763 | $3,114+181.4% | $4,735+85.1% | $2,440+259.2% |
| Participant deferral / active EE | $4,282 | $5,418-21.0% | $6,709-36.2% | $3,607+18.7% |
| Admin fee / account holder | $415 | $5,958-93.0% | $10,261-96.0% | $5,124-91.9% |