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 | $131,689 | $98,750+33.4% | $149,696-12.0% | $79,858+64.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.16% | 27.43%-9.3pp | 276.60%-258.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $8,667 | $3,216+169.5% | $4,644+86.6% | $2,471+250.8% |
| Participant deferral / active EE | $6,318 | $5,680+11.2% | $6,842-7.7% | $3,740+68.9% |
| Admin fee / account holder | $1,359 | $6,053-77.6% | $9,309-85.4% | $5,306-74.4% |