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 | $122,109 | $84,233+45.0% | $170,442-28.4% | $70,131+74.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.64% | 23.06%-0.4pp | 205.93%-183.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $4,111 | $3,387+21.4% | $5,433-24.3% | $2,342+75.5% |
| Participant deferral / active EE | $4,202 | $3,086+36.2% | $4,939-14.9% | $3,332+26.1% |
| Admin fee / account holder | $1,262 | $5,698-77.9% | $13,880-90.9% | $4,645-72.8% |