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 | $57,738 | $148,534-61.1% | $135,903-57.5% | $139,434-58.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.51% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,977 | $5,243-43.2% | $4,856-38.7% | $4,751-37.3% |
| Participant deferral / active EE | $9,441 | $8,100+16.5% | $7,758+21.7% | $6,710+40.7% |
| Admin fee / account holder | $1,765 | $12,400-85.8% | $10,762-83.6% | $11,403-84.5% |