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 | $76,805 | $185,822-58.7% | $169,993-54.8% | $139,434-44.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.91% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,063 | $7,590-59.7% | $6,785-54.9% | $4,751-35.5% |
| Participant deferral / active EE | $8,140 | $11,622-30.0% | $10,408-21.8% | $6,710+21.3% |
| Admin fee / account holder | $1,555 | $15,381-89.9% | $12,815-87.9% | $11,403-86.4% |