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 | $140,189 | $95,803+46.3% | $113,168+23.9% | $84,808+65.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.78% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,080 | $2,360+30.5% | $2,975+3.5% | $2,631+17.1% |
| Participant deferral / active EE | $6,197 | $4,242+46.1% | $5,107+21.3% | $4,212+47.1% |
| Admin fee / account holder | $18,002 | $8,989+100.3% | $12,068+49.2% | $7,344+145.1% |