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 | $162,442 | $148,534+9.4% | $135,903+19.5% | $139,434+16.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.47% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $8,875 | $5,243+69.3% | $4,856+82.8% | $4,751+86.8% |
| Participant deferral / active EE | $4,379 | $8,100-45.9% | $7,758-43.6% | $6,710-34.7% |
| Admin fee / account holder | $1,113 | $12,400-91.0% | $10,762-89.7% | $11,403-90.2% |