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 | $139,522 | $85,766+62.7% | $136,294+2.4% | $70,131+98.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.11% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,940 | $2,966+32.8% | $4,695-16.1% | $2,342+68.2% |
| Participant deferral / active EE | $7,729 | $5,051+53.0% | $6,247+23.7% | $3,332+132.0% |
| Admin fee / account holder | $13,057 | $5,420+140.9% | $9,243+41.3% | $4,645+181.1% |