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 6-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 | $128,708 | $89,355+44.0% | $141,162-8.8% | $72,985+76.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 19.95% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $8,082 | $3,114+159.5% | $4,735+70.7% | $2,440+231.3% |
| Participant deferral / active EE | $8,881 | $5,418+63.9% | $6,709+32.4% | $3,607+146.2% |
| Admin fee / account holder | $33,347 | $5,958+459.7% | $10,261+225.0% | $5,124+550.7% |