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 7-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 | $59,725 | $148,534-59.8% | $135,903-56.1% | $139,434-57.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.05% | 79.19%-63.1pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,610 | $5,243-31.1% | $4,856-25.7% | $4,751-24.0% |
| Participant deferral / active EE | $8,459 | $8,100+4.4% | $7,758+9.0% | $6,710+26.1% |
| Admin fee / account holder | $982 | $12,400-92.1% | $10,762-90.9% | $11,403-91.4% |