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 | $137,236 | $85,766+60.0% | $136,294+0.7% | $70,131+95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.19% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,313 | $2,966+45.4% | $4,695-8.1% | $2,342+84.1% |
| Participant deferral / active EE | $6,539 | $5,051+29.5% | $6,247+4.7% | $3,332+96.3% |
| Admin fee / account holder | $10,402 | $5,420+91.9% | $9,243+12.5% | $4,645+123.9% |