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 | $129,243 | $85,766+50.7% | $136,294-5.2% | $70,131+84.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.62% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $5,983 | $2,966+101.7% | $4,695+27.4% | $2,342+155.4% |
| Participant deferral / active EE | $12,330 | $5,051+144.1% | $6,247+97.4% | $3,332+270.1% |
| Admin fee / account holder | $12,175 | $5,420+124.6% | $9,243+31.7% | $4,645+162.1% |