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 | $129,285 | $86,286+49.8% | $111,297+16.2% | $85,850+50.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.45% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,073 | $2,043+50.4% | $2,731+12.5% | $2,565+19.8% |
| Participant deferral / active EE | $4,457 | $3,641+22.4% | $4,487-0.7% | $3,952+12.8% |
| Admin fee / account holder | $66,110 | $8,188+707.4% | $7,964+730.1% | $6,260+956.1% |