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 7-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 | $56,356 | $148,534-62.1% | $135,903-58.5% | $139,434-59.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.99% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,218 | $5,243-57.7% | $4,856-54.3% | $4,751-53.3% |
| Participant deferral / active EE | $9,750 | $8,100+20.4% | $7,758+25.7% | $6,710+45.3% |
| Admin fee / account holder | $1,009 | $12,400-91.9% | $10,762-90.6% | $11,403-91.2% |