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 6-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 | $167,576 | $124,425+34.7% | $112,040+49.6% | $137,256+22.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.12% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $11,892 | $3,411+248.6% | $2,954+302.6% | $4,156+186.1% |
| Participant deferral / active EE | $25,883 | $5,718+352.6% | $5,098+407.7% | $6,407+304.0% |
| Admin fee / account holder | $10,776 | $15,207-29.1% | $12,098-10.9% | $12,270-12.2% |