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 | $125,855 | $85,766+46.7% | $136,294-7.7% | $70,131+79.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.30% | 31.45%-13.2pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,670 | $2,966-10.0% | $4,695-43.1% | $2,342+14.0% |
| Participant deferral / active EE | $9,673 | $5,051+91.5% | $6,247+54.8% | $3,332+190.3% |
| Admin fee / account holder | $6,563 | $5,420+21.1% | $9,243-29.0% | $4,645+41.3% |