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 | $137,273 | $94,338+45.5% | $100,534+36.5% | $142,382-3.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.17% | 29.20%-14.0pp | 32.66%-17.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $7,259 | $4,237+71.3% | $4,346+67.0% | $4,299+68.9% |
| Participant deferral / active EE | $7,004 | $5,934+18.0% | $6,144+14.0% | $6,507+7.6% |
| Admin fee / account holder | $4,485 | $8,421-46.7% | $7,654-41.4% | $12,624-64.5% |