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 | $126,842 | $48,230+163.0% | $67,502+87.9% | $80,856+56.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.69% | 18.28%-1.6pp | 3512.12%-3495.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,376 | $2,020+215.7% | $2,731+133.5% | $2,755+131.5% |
| Participant deferral / active EE | $7,037 | $2,924+140.7% | $4,000+75.9% | $4,296+63.8% |
| Admin fee / account holder | $1,205 | $3,681-67.3% | $3,998-69.9% | $6,918-82.6% |