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 | $129,904 | $85,766+51.5% | $136,294-4.7% | $70,131+85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.13% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $9,069 | $2,966+205.8% | $4,695+93.2% | $2,342+287.2% |
| Participant deferral / active EE | $8,655 | $5,051+71.3% | $6,247+38.5% | $3,332+159.8% |
| Admin fee / account holder | $2,780 | $5,420-48.7% | $9,243-69.9% | $4,645-40.1% |