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 | $109,395 | $85,766+27.6% | $136,294-19.7% | $70,131+56.0% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 15.56% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $5,001 | $2,966+68.6% | $4,695+6.5% | $2,342+113.5% |
| Participant deferral / active EE | $7,556 | $5,051+49.6% | $6,247+20.9% | $3,332+126.8% |
| Admin fee / account holder | $10,265 | $5,420+89.4% | $9,243+11.1% | $4,645+121.0% |