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 | $122,248 | $85,766+42.5% | $136,294-10.3% | $70,131+74.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.62% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $5,028 | $2,966+69.5% | $4,695+7.1% | $2,342+114.6% |
| Participant deferral / active EE | $9,620 | $5,051+90.4% | $6,247+54.0% | $3,332+188.7% |
| Admin fee / account holder | $8,550 | $5,420+57.7% | $9,243-7.5% | $4,645+84.0% |