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 5-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 | $140,817 | $201,272-30.0% | $184,203-23.6% | $145,922-3.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.30% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $6,656 | $7,022-5.2% | $6,427+3.6% | $4,660+42.8% |
| Participant deferral / active EE | $13,862 | $9,806+41.4% | $9,131+51.8% | $6,688+107.3% |
| Admin fee / account holder | $752 | $16,364-95.4% | $13,901-94.6% | $13,397-94.4% |