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 | $161,572 | $94,338+71.3% | $100,534+60.7% | $142,382+13.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.57% | 29.20%-14.6pp | 32.66%-18.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $12,350 | $4,237+191.5% | $4,346+184.1% | $4,299+187.3% |
| Participant deferral / active EE | $6,203 | $5,934+4.5% | $6,144+1.0% | $6,507-4.7% |
| Admin fee / account holder | $36,017 | $8,421+327.7% | $7,654+370.6% | $12,624+185.3% |