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 | $148,650 | $85,766+73.3% | $136,294+9.1% | $70,131+112.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.77% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,930 | $2,966-1.2% | $4,695-37.6% | $2,342+25.1% |
| Participant deferral / active EE | $11,532 | $5,051+128.3% | $6,247+84.6% | $3,332+246.1% |
| Admin fee / account holder | $12,618 | $5,420+132.8% | $9,243+36.5% | $4,645+171.6% |