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 | $144,971 | $85,766+69.0% | $136,294+6.4% | $70,131+106.7% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 17.83% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,794 | $2,966+27.9% | $4,695-19.2% | $2,342+62.0% |
| Participant deferral / active EE | $6,626 | $5,051+31.2% | $6,247+6.1% | $3,332+98.9% |
| Admin fee / account holder | $1,635 | $5,420-69.8% | $9,243-82.3% | $4,645-64.8% |