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 | $140,895 | $69,207+103.6% | $64,056+120.0% | $139,434+1.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.27% | 45.88%-32.6pp | 33.69%-20.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,908 | $3,182+85.7% | $2,747+115.1% | $4,751+24.4% |
| Participant deferral / active EE | $4,697 | $4,682+0.3% | $3,880+21.1% | $6,710-30.0% |
| Admin fee / account holder | $2,097 | $4,244-50.6% | $3,068-31.7% | $11,403-81.6% |