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 | $130,510 | $89,355+46.1% | $141,162-7.5% | $72,985+78.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.33% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $7,739 | $3,114+148.5% | $4,735+63.5% | $2,440+217.2% |
| Participant deferral / active EE | $5,755 | $5,418+6.2% | $6,709-14.2% | $3,607+59.5% |
| Admin fee / account holder | $31,121 | $5,958+422.3% | $10,261+203.3% | $5,124+507.3% |