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 | $190,210 | $124,281+53.0% | $109,143+74.3% | $167,490+13.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.05% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $31,040 | $4,207+637.8% | $3,722+734.0% | $4,837+541.7% |
| Participant deferral / active EE | $19,661 | $5,255+274.1% | $4,653+322.5% | $6,341+210.0% |
| Admin fee / account holder | $869 | $7,970-89.1% | $6,752-87.1% | $12,309-92.9% |