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 | $67,154 | $148,534-54.8% | $135,903-50.6% | $139,434-51.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.14% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $6,136 | $5,243+17.0% | $4,856+26.4% | $4,751+29.2% |
| Participant deferral / active EE | $7,500 | $8,100-7.4% | $7,758-3.3% | $6,710+11.8% |
| Admin fee / account holder | $618 | $12,400-95.0% | $10,762-94.3% | $11,403-94.6% |