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 | $145,864 | $177,572-17.9% | $154,803-5.8% | $142,382+2.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.96% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $11,525 | $4,810+139.6% | $4,305+167.7% | $4,299+168.1% |
| Participant deferral / active EE | $7,519 | $6,272+19.9% | $5,540+35.7% | $6,507+15.5% |
| Admin fee / account holder | $1,941 | $16,786-88.4% | $14,329-86.5% | $12,624-84.6% |