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 | $128,835 | $72,177+78.5% | $115,037+12.0% | $59,632+116.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 5.41% | 12.02%-6.6pp | 26.14%-20.7pp | 2041.28%-2035.9pp |
| Employer contribution / active EE | $5,038 | $2,841+77.3% | $4,608+9.3% | $2,203+128.7% |
| Participant deferral / active EE | $5,690 | $4,783+19.0% | $6,026-5.6% | $3,192+78.3% |
| Admin fee / account holder | $13,541 | $4,927+174.8% | $8,175+65.6% | $4,297+215.1% |