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 7-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 | $80,805 | $127,264-36.5% | $109,895-26.5% | $167,490-51.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 24.28% | 22.97%+1.3pp | 29.45%-5.2pp | 478.56%-454.3pp |
| Employer contribution / active EE | $11,002 | $3,322+231.1% | $2,842+287.1% | $4,837+127.4% |
| Participant deferral / active EE | $7,752 | $4,514+71.7% | $4,048+91.5% | $6,341+22.2% |
| Admin fee / account holder | $311 | $7,114-95.6% | $6,066-94.9% | $12,309-97.5% |