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 | $78,446 | $185,822-57.8% | $169,993-53.9% | $139,434-43.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.83% | 60.50%-41.7pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $6,783 | $7,590-10.6% | $6,7850% | $4,751+42.8% |
| Participant deferral / active EE | $17,040 | $11,622+46.6% | $10,408+63.7% | $6,710+153.9% |
| Admin fee / account holder | $1,086 | $15,381-92.9% | $12,815-91.5% | $11,403-90.5% |