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 | $136,839 | $85,766+59.5% | $136,294+0.4% | $70,131+95.1% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 15.59% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $10,856 | $2,966+266.0% | $4,695+131.2% | $2,342+363.5% |
| Participant deferral / active EE | $9,777 | $5,051+93.6% | $6,247+56.5% | $3,332+193.5% |
| Admin fee / account holder | $391 | $5,420-92.8% | $9,243-95.8% | $4,645-91.6% |