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 | $124,957 | $85,766+45.7% | $136,294-8.3% | $70,131+78.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.64% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $4,046 | $2,966+36.4% | $4,695-13.8% | $2,342+72.7% |
| Participant deferral / active EE | $7,806 | $5,051+54.5% | $6,247+25.0% | $3,332+134.3% |
| Admin fee / account holder | $24,531 | $5,420+352.6% | $9,243+165.4% | $4,645+428.1% |