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 5-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 | $133,599 | $93,571+42.8% | $135,903-1.7% | $75,163+77.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.85% | 30.90%-10.0pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $5,408 | $3,537+52.9% | $4,856+11.4% | $2,670+102.6% |
| Participant deferral / active EE | $13,721 | $6,404+114.3% | $7,758+76.9% | $4,125+232.6% |
| Admin fee / account holder | $10,053 | $6,975+44.1% | $10,762-6.6% | $5,651+77.9% |