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 | $176,673 | $94,338+87.3% | $100,534+75.7% | $142,382+24.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.31% | 29.20%-10.9pp | 32.66%-14.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,258 | $4,237+71.3% | $4,346+67.0% | $4,299+68.8% |
| Participant deferral / active EE | $12,044 | $5,934+103.0% | $6,144+96.0% | $6,507+85.1% |
| Admin fee / account holder | $2,047 | $8,421-75.7% | $7,654-73.3% | $12,624-83.8% |