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 | $157,707 | $185,822-15.1% | $169,993-7.2% | $139,434+13.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.42% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,865 | $7,590-62.3% | $6,785-57.8% | $4,751-39.7% |
| Participant deferral / active EE | $13,156 | $11,622+13.2% | $10,408+26.4% | $6,710+96.1% |
| Admin fee / account holder | $3,295 | $15,381-78.6% | $12,815-74.3% | $11,403-71.1% |