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 7-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 | $99,255 | $51,175+94.0% | $70,515+40.8% | $75,163+32.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 23.16% | 30.02%-6.9pp | 32.77%-9.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $4,342 | $1,826+137.8% | $2,973+46.0% | $2,670+62.6% |
| Participant deferral / active EE | $10,744 | $2,849+277.1% | $4,567+135.3% | $4,125+160.5% |
| Admin fee / account holder | $7,026 | $4,091+71.8% | $6,412+9.6% | $5,651+24.3% |