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 | $125,926 | $85,766+46.8% | $136,294-7.6% | $70,131+79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.05% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $7,247 | $2,966+144.3% | $4,695+54.3% | $2,342+209.4% |
| Participant deferral / active EE | $6,833 | $5,051+35.3% | $6,247+9.4% | $3,332+105.1% |
| Admin fee / account holder | $8,057 | $5,420+48.6% | $9,243-12.8% | $4,645+73.4% |