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 | $70,537 | $148,534-52.5% | $135,903-48.1% | $139,434-49.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.14% | 79.19%-62.0pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,323 | $5,243-17.5% | $4,856-11.0% | $4,751-9.0% |
| Participant deferral / active EE | $8,118 | $8,100+0.2% | $7,758+4.6% | $6,710+21.0% |
| Admin fee / account holder | $372 | $12,400-97.0% | $10,762-96.5% | $11,403-96.7% |