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 | $181,233 | $94,338+92.1% | $100,534+80.3% | $142,382+27.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.03% | 29.20%-16.2pp | 32.66%-19.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,700 | $4,237-12.7% | $4,346-14.9% | $4,299-13.9% |
| Participant deferral / active EE | $14,926 | $5,934+151.5% | $6,144+142.9% | $6,507+129.4% |
| Admin fee / account holder | $1,094 | $8,421-87.0% | $7,654-85.7% | $12,624-91.3% |