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 | $132,719 | $227,553-41.7% | $189,557-30.0% | $167,490-20.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.52% | 78.40%-68.9pp | 64.17%-54.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $12,725 | $5,316+139.4% | $4,412+188.4% | $4,837+163.1% |
| Participant deferral / active EE | $13,369 | $7,002+90.9% | $6,174+116.5% | $6,341+110.8% |
| Admin fee / account holder | $1,159 | $11,878-90.2% | $9,807-88.2% | $12,309-90.6% |