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 8-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 | $93,569 | $74,888+24.9% | $71,209+31.4% | $142,382-34.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.08% | 345.14%-328.1pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,291 | $2,854+15.3% | $2,721+20.9% | $4,299-23.5% |
| Participant deferral / active EE | $8,878 | $4,454+99.3% | $4,175+112.6% | $6,507+36.4% |
| Admin fee / account holder | $424 | $5,568-92.4% | $5,349-92.1% | $12,624-96.6% |