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 7-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 | $156,272 | $111,754+39.8% | $103,333+51.2% | $145,922+7.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.11% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,158 | $4,212-48.8% | $3,868-44.2% | $4,660-53.7% |
| Participant deferral / active EE | $15,148 | $5,619+169.6% | $5,057+199.5% | $6,688+126.5% |
| Admin fee / account holder | $1,515 | $9,750-84.5% | $8,355-81.9% | $13,397-88.7% |