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 5-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 | $144,883 | $185,822-22.0% | $169,993-14.8% | $139,434+3.9% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 11.75% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $8,279 | $7,590+9.1% | $6,785+22.0% | $4,751+74.3% |
| Participant deferral / active EE | $14,254 | $11,622+22.7% | $10,408+37.0% | $6,710+112.4% |
| Admin fee / account holder | $978 | $15,381-93.6% | $12,815-92.4% | $11,403-91.4% |