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 | $141,468 | $80,753+75.2% | $136,294+3.8% | $62,292+127.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.91% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $6,489 | $2,884+125.0% | $4,695+38.2% | $2,042+217.8% |
| Participant deferral / active EE | $3,506 | $5,164-32.1% | $6,247-43.9% | $3,169+10.6% |
| Admin fee / account holder | $4,086 | $525+677.7% | $9,243-55.8% | $479+752.4% |