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 | $142,338 | $85,766+66.0% | $136,294+4.4% | $70,131+103.0% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 19.36% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,493 | $2,966-15.9% | $4,695-46.9% | $2,342+6.4% |
| Participant deferral / active EE | $6,192 | $5,051+22.6% | $6,247-0.9% | $3,332+85.8% |
| Admin fee / account holder | $7,006 | $5,420+29.3% | $9,243-24.2% | $4,645+50.8% |