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 | $117,826 | $61,605+91.3% | $112,229+5.0% | $75,163+56.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 37.12% | 28.47%+8.7pp | 30.20%+6.9pp | 160.62%-123.5pp |
| Employer contribution / active EE | $5,789 | $2,015+187.3% | $3,430+68.8% | $2,670+116.9% |
| Participant deferral / active EE | $3,901 | $3,108+25.5% | $4,798-18.7% | $4,125-5.4% |
| Admin fee / account holder | $84,773 | $4,862+1643.5% | $7,748+994.1% | $5,651+1400.2% |