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 | $133,124 | $89,355+49.0% | $141,162-5.7% | $72,985+82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.64% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,299 | $3,114-26.2% | $4,735-51.4% | $2,440-5.8% |
| Participant deferral / active EE | $7,423 | $5,418+37.0% | $6,709+10.6% | $3,607+105.8% |
| Admin fee / account holder | $10,422 | $5,958+74.9% | $10,261+1.6% | $5,124+103.4% |