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 | $103,266 | $148,534-30.5% | $135,903-24.0% | $139,434-25.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.09% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $11,428 | $5,243+118.0% | $4,856+135.3% | $4,751+140.6% |
| Participant deferral / active EE | $8,006 | $8,100-1.2% | $7,758+3.2% | $6,710+19.3% |
| Admin fee / account holder | $2,328 | $12,400-81.2% | $10,762-78.4% | $11,403-79.6% |