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 | $143,940 | $78,672+83.0% | $109,143+31.9% | $85,850+67.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 43.55% | 25.09%+18.5pp | 25.75%+17.8pp | 318.53%-275.0pp |
| Employer contribution / active EE | $1,779 | $2,735-35.0% | $3,722-52.2% | $2,565-30.7% |
| Participant deferral / active EE | $4,600 | $3,467+32.7% | $4,653-1.1% | $3,952+16.4% |
| Admin fee / account holder | $13,182 | $5,469+141.0% | $6,752+95.2% | $6,260+110.6% |