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 | $132,138 | $86,286+53.1% | $111,297+18.7% | $85,850+53.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.67% | 19.99%-2.3pp | 54.65%-37.0pp | 318.53%-300.9pp |
| Employer contribution / active EE | $6,178 | $2,043+202.3% | $2,731+126.2% | $2,565+140.8% |
| Participant deferral / active EE | $2,444 | $3,641-32.9% | $4,487-45.5% | $3,952-38.1% |
| Admin fee / account holder | $2,266 | $8,188-72.3% | $7,964-71.5% | $6,260-63.8% |