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 | $131,531 | $101,724+29.3% | $164,813-20.2% | $80,856+62.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.78% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,035 | $2,953+36.6% | $4,341-7.0% | $2,755+46.5% |
| Participant deferral / active EE | $6,063 | $4,477+35.4% | $6,031+0.5% | $4,296+41.1% |
| Admin fee / account holder | $16,096 | $8,227+95.6% | $12,690+26.8% | $6,918+132.7% |