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 | $134,150 | $93,571+43.4% | $135,903-1.3% | $75,163+78.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 16.83% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $21,620 | $3,537+511.3% | $4,856+345.2% | $2,670+709.8% |
| Participant deferral / active EE | $7,984 | $6,404+24.7% | $7,758+2.9% | $4,125+93.5% |
| Admin fee / account holder | $1,630 | $6,975-76.6% | $10,762-84.9% | $5,651-71.1% |