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 | $108,822 | $148,534-26.7% | $135,903-19.9% | $139,434-22.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.88% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.1pp |
| Employer contribution / active EE | $18,170 | $5,243+246.6% | $4,856+274.2% | $4,751+282.5% |
| Participant deferral / active EE | $8,975 | $8,100+10.8% | $7,758+15.7% | $6,710+33.8% |
| Admin fee / account holder | $399 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |