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 | $142,532 | $58,694+142.8% | $142,863-0.2% | $85,850+66.0% |
| Participation rate | 70.0% | 58.5%+11.5pp | 71.9%-1.9pp | 69.3%+0.7pp |
| Annual return | 15.66% | 27.72%-12.1pp | 5637.54%-5621.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,310 | $1,423+132.7% | $4,144-20.1% | $2,565+29.0% |
| Participant deferral / active EE | $6,615 | $2,607+153.7% | $3,837+72.4% | $3,952+67.4% |
| Admin fee / account holder | $12,343 | $4,239+191.2% | $6,560+88.1% | $6,260+97.2% |