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 | $138,487 | $85,766+61.5% | $136,294+1.6% | $70,131+97.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.19% | 31.45%-13.3pp | 5155.94%-5137.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $11,486 | $2,966+287.2% | $4,695+144.6% | $2,342+390.3% |
| Participant deferral / active EE | $7,995 | $5,051+58.3% | $6,247+28.0% | $3,332+140.0% |
| Admin fee / account holder | $897 | $5,420-83.4% | $9,243-90.3% | $4,645-80.7% |