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 | $115,452 | $89,355+29.2% | $141,162-18.2% | $72,985+58.2% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 20.16% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $16,060 | $3,114+415.7% | $4,735+239.2% | $2,440+558.3% |
| Participant deferral / active EE | $7,629 | $5,418+40.8% | $6,709+13.7% | $3,607+111.5% |
| Admin fee / account holder | $11,547 | $5,958+93.8% | $10,261+12.5% | $5,124+125.3% |