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 | $127,884 | $64,324+98.8% | $118,925+7.5% | $79,858+60.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 19.04% | 86.45%-67.4pp | 35.88%-16.8pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,295 | $1,836+79.4% | $3,263+1.0% | $2,471+33.3% |
| Participant deferral / active EE | $4,150 | $2,824+47.0% | $4,265-2.7% | $3,740+11.0% |
| Admin fee / account holder | $3,765 | $4,040-6.8% | $6,581-42.8% | $5,306-29.0% |