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 | $87,858 | $214,378-59.0% | $200,582-56.2% | $142,382-38.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.69% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,700 | $6,841+27.2% | $6,419+35.5% | $4,299+102.4% |
| Participant deferral / active EE | $8,700 | $9,865-11.8% | $9,331-6.8% | $6,507+33.7% |
| Admin fee / account holder | $27,263 | $17,692+54.1% | $16,305+67.2% | $12,624+116.0% |