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 | $140,702 | $85,766+64.1% | $136,294+3.2% | $70,131+100.6% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 18.54% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $8,163 | $2,966+175.2% | $4,695+73.8% | $2,342+248.5% |
| Participant deferral / active EE | $11,238 | $5,051+122.5% | $6,247+79.9% | $3,332+237.3% |
| Admin fee / account holder | $2,826 | $5,420-47.9% | $9,243-69.4% | $4,645-39.2% |