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 | $135,720 | $185,822-27.0% | $169,993-20.2% | $139,434-2.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.01% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $10,002 | $7,590+31.8% | $6,785+47.4% | $4,751+110.5% |
| Participant deferral / active EE | $16,002 | $11,622+37.7% | $10,408+53.8% | $6,710+138.5% |
| Admin fee / account holder | $770 | $15,381-95.0% | $12,815-94.0% | $11,403-93.2% |