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 | $131,799 | $85,766+53.7% | $136,294-3.3% | $70,131+87.9% |
| Participation rate | 72.5% | 74.2%-1.7pp | 81.9%-9.4pp | 69.5%+3.0pp |
| Annual return | 14.34% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,609 | $2,966-45.8% | $4,695-65.7% | $2,342-31.3% |
| Participant deferral / active EE | $6,382 | $5,051+26.3% | $6,247+2.2% | $3,332+91.5% |
| Admin fee / account holder | $42,971 | $5,420+692.8% | $9,243+364.9% | $4,645+825.0% |