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 | $60,744 | $148,534-59.1% | $135,903-55.3% | $139,434-56.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.02% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $6,163 | $5,243+17.5% | $4,856+26.9% | $4,751+29.7% |
| Participant deferral / active EE | $12,739 | $8,100+57.3% | $7,758+64.2% | $6,710+89.8% |
| Admin fee / account holder | $1,492 | $12,400-88.0% | $10,762-86.1% | $11,403-86.9% |