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 | $140,444 | $78,422+79.1% | $95,952+46.4% | $79,858+75.9% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.3pp |
| Annual return | 13.56% | 19.37%-5.8pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,838 | $1,945+148.7% | $2,541+90.4% | $2,471+95.8% |
| Participant deferral / active EE | $5,947 | $3,440+72.9% | $4,167+42.7% | $3,740+59.0% |
| Admin fee / account holder | $2,623 | $5,622-53.3% | $6,795-61.4% | $5,306-50.6% |