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 6-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 | $93,210 | $148,534-37.2% | $135,903-31.4% | $139,434-33.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.26% | 79.19%-54.9pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $24,097 | $5,243+359.6% | $4,856+396.2% | $4,751+407.2% |
| Participant deferral / active EE | $21,543 | $8,100+166.0% | $7,758+177.7% | $6,710+221.0% |
| Admin fee / account holder | $1,262 | $12,400-89.8% | $10,762-88.3% | $11,403-88.9% |