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 | $130,074 | $65,376+99.0% | $87,100+49.3% | $65,185+99.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.04% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $7,499 | $1,822+311.5% | $2,521+197.4% | $2,177+244.5% |
| Participant deferral / active EE | $5,982 | $3,388+76.5% | $4,049+47.8% | $3,514+70.3% |
| Admin fee / account holder | $15,397 | $520+2862.5% | $7,497+105.4% | $847+1717.7% |