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 | $125,528 | $91,552+37.1% | $133,956-6.3% | $79,858+57.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.05% | 61.85%-50.8pp | 45.09%-34.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $5,916 | $2,384+148.2% | $3,919+51.0% | $2,471+139.5% |
| Participant deferral / active EE | $9,450 | $3,733+153.1% | $5,048+87.2% | $3,740+152.7% |
| Admin fee / account holder | $3,290 | $6,321-47.9% | $8,927-63.1% | $5,306-38.0% |