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 | $127,796 | $148,534-14.0% | $135,903-6.0% | $139,434-8.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 249.53% | 79.19%+170.3pp | 68.23%+181.3pp | 372.94%-123.4pp |
| Employer contribution / active EE | $3,680 | $5,243-29.8% | $4,856-24.2% | $4,751-22.5% |
| Participant deferral / active EE | $10,355 | $8,100+27.8% | $7,758+33.5% | $6,710+54.3% |
| Admin fee / account holder | $1,685 | $12,400-86.4% | $10,762-84.3% | $11,403-85.2% |