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 | $117,214 | $84,233+39.2% | $170,442-31.2% | $70,131+67.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.86% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $5,737 | $3,387+69.4% | $5,433+5.6% | $2,342+144.9% |
| Participant deferral / active EE | $3,875 | $3,086+25.6% | $4,939-21.6% | $3,332+16.3% |
| Admin fee / account holder | $4,764 | $5,698-16.4% | $13,880-65.7% | $4,645+2.5% |