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 6-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 | $92,893 | $177,572-47.7% | $154,803-40.0% | $142,382-34.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.86% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,109 | $4,810+6.2% | $4,305+18.7% | $4,299+18.8% |
| Participant deferral / active EE | $8,620 | $6,272+37.4% | $5,540+55.6% | $6,507+32.5% |
| Admin fee / account holder | $1,003 | $16,786-94.0% | $14,329-93.0% | $12,624-92.1% |