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 | $81,611 | $140,940-42.1% | $112,229-27.3% | $139,434-41.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.81% | 32.71%-17.9pp | 30.20%-15.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $4,642 | $4,283+8.4% | $3,430+35.3% | $4,751-2.3% |
| Participant deferral / active EE | $11,213 | $5,874+90.9% | $4,798+133.7% | $6,710+67.1% |
| Admin fee / account holder | $320 | $9,954-96.8% | $7,748-95.9% | $11,403-97.2% |