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 | $114,562 | $85,766+33.6% | $136,294-15.9% | $70,131+63.4% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 18.83% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $6,500 | $2,966+119.2% | $4,695+38.4% | $2,342+177.5% |
| Participant deferral / active EE | $4,185 | $5,051-17.1% | $6,247-33.0% | $3,332+25.6% |
| Admin fee / account holder | $33,249 | $5,420+513.4% | $9,243+259.7% | $4,645+615.8% |