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 | $69,113 | $177,572-61.1% | $154,803-55.4% | $142,382-51.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.31% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $16,680 | $4,810+246.7% | $4,305+287.4% | $4,299+288.0% |
| Participant deferral / active EE | $6,578 | $6,272+4.9% | $5,540+18.7% | $6,507+1.1% |
| Admin fee / account holder | $518 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |