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 | $156,379 | $85,766+82.3% | $136,294+14.7% | $70,131+123.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.13% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,093 | $2,966-29.5% | $4,695-55.4% | $2,342-10.7% |
| Participant deferral / active EE | $7,328 | $5,051+45.1% | $6,247+17.3% | $3,332+120.0% |
| Admin fee / account holder | $8,875 | $5,420+63.7% | $9,243-4.0% | $4,645+91.1% |