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 | $119,925 | $85,766+39.8% | $136,294-12.0% | $70,131+71.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.53% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $6,381 | $2,966+115.1% | $4,695+35.9% | $2,342+172.4% |
| Participant deferral / active EE | $4,716 | $5,051-6.6% | $6,247-24.5% | $3,332+41.5% |
| Admin fee / account holder | $27,615 | $5,420+409.5% | $9,243+198.8% | $4,645+494.5% |