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 | $137,767 | $185,822-25.9% | $169,993-19.0% | $139,434-1.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.21% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,211 | $7,590-70.9% | $6,785-67.4% | $4,751-53.5% |
| Participant deferral / active EE | $4,338 | $11,622-62.7% | $10,408-58.3% | $6,710-35.4% |
| Admin fee / account holder | $641 | $15,381-95.8% | $12,815-95.0% | $11,403-94.4% |