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 | $133,183 | $85,766+55.3% | $136,294-2.3% | $70,131+89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.35% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,088 | $2,966-29.6% | $4,695-55.5% | $2,342-10.8% |
| Participant deferral / active EE | $6,778 | $5,051+34.2% | $6,247+8.5% | $3,332+103.4% |
| Admin fee / account holder | $1,475 | $5,420-72.8% | $9,243-84.0% | $4,645-68.2% |