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 | $139,388 | $85,766+62.5% | $136,294+2.3% | $70,131+98.8% |
| Participation rate | 96.1% | 74.2%+21.9pp | 81.9%+14.2pp | 69.5%+26.5pp |
| Annual return | 18.70% | 31.45%-12.8pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $8,996 | $2,966+203.3% | $4,695+91.6% | $2,342+284.0% |
| Participant deferral / active EE | $12,685 | $5,051+151.1% | $6,247+103.0% | $3,332+280.7% |
| Admin fee / account holder | $5,266 | $5,420-2.8% | $9,243-43.0% | $4,645+13.4% |