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 | $96,920 | $165,984-41.6% | $164,813-41.2% | $145,922-33.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.56% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.7pp |
| Employer contribution / active EE | $7,730 | $5,273+46.6% | $4,341+78.1% | $4,660+65.9% |
| Participant deferral / active EE | $9,756 | $6,959+40.2% | $6,031+61.7% | $6,688+45.9% |
| Admin fee / account holder | $1,264 | $16,648-92.4% | $12,690-90.0% | $13,397-90.6% |