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 | $44,720 | $165,984-73.1% | $164,813-72.9% | $145,922-69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.08% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.2pp |
| Employer contribution / active EE | $7,457 | $5,273+41.4% | $4,341+71.8% | $4,660+60.0% |
| Participant deferral / active EE | $6,600 | $6,959-5.2% | $6,031+9.4% | $6,688-1.3% |
| Admin fee / account holder | $794 | $16,648-95.2% | $12,690-93.7% | $13,397-94.1% |