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 | $136,070 | $85,766+58.7% | $136,294-0.2% | $70,131+94.0% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 21.87% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $4,977 | $2,966+67.8% | $4,695+6.0% | $2,342+112.5% |
| Participant deferral / active EE | $15,706 | $5,051+210.9% | $6,247+151.4% | $3,332+371.4% |
| Admin fee / account holder | $18,040 | $5,420+232.8% | $9,243+95.2% | $4,645+288.4% |