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 | $62,084 | $185,822-66.6% | $169,993-63.5% | $139,434-55.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.90% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $3,838 | $7,590-49.4% | $6,785-43.4% | $4,751-19.2% |
| Participant deferral / active EE | $12,752 | $11,622+9.7% | $10,408+22.5% | $6,710+90.0% |
| Admin fee / account holder | $1,625 | $15,381-89.4% | $12,815-87.3% | $11,403-85.7% |