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 | $86,424 | $185,822-53.5% | $169,993-49.2% | $139,434-38.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.84% | 60.50%-47.7pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $7,891 | $7,590+4.0% | $6,785+16.3% | $4,751+66.1% |
| Participant deferral / active EE | $14,364 | $11,622+23.6% | $10,408+38.0% | $6,710+114.1% |
| Admin fee / account holder | $25,215 | $15,381+63.9% | $12,815+96.8% | $11,403+121.1% |