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 | $120,865 | $85,766+40.9% | $136,294-11.3% | $70,131+72.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.31% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,601 | $2,966+21.4% | $4,695-23.3% | $2,342+53.7% |
| Participant deferral / active EE | $8,122 | $5,051+60.8% | $6,247+30.0% | $3,332+143.8% |
| Admin fee / account holder | $3,803 | $5,420-29.8% | $9,243-58.9% | $4,645-18.1% |