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 | $120,460 | $61,605+95.5% | $112,229+7.3% | $75,163+60.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.72% | 28.47%-12.7pp | 30.20%-14.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $6,523 | $2,015+223.6% | $3,430+90.2% | $2,670+144.3% |
| Participant deferral / active EE | $6,284 | $3,108+102.2% | $4,798+31.0% | $4,125+52.3% |
| Admin fee / account holder | $11,046 | $4,862+127.2% | $7,748+42.6% | $5,651+95.5% |