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 | $140,665 | $85,766+64.0% | $136,294+3.2% | $70,131+100.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.79% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,709 | $2,966+25.1% | $4,695-21.0% | $2,342+58.3% |
| Participant deferral / active EE | $12,646 | $5,051+150.4% | $6,247+102.4% | $3,332+279.6% |
| Admin fee / account holder | $9,069 | $5,420+67.3% | $9,243-1.9% | $4,645+95.2% |