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 | $69,775 | $148,534-53.0% | $135,903-48.7% | $139,434-50.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.34% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $10,529 | $5,243+100.8% | $4,856+116.8% | $4,751+121.6% |
| Participant deferral / active EE | $4,857 | $8,100-40.0% | $7,758-37.4% | $6,710-27.6% |
| Admin fee / account holder | $1,132 | $12,400-90.9% | $10,762-89.5% | $11,403-90.1% |