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 | $82,388 | $185,822-55.7% | $169,993-51.5% | $139,434-40.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.01% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $5,357 | $7,590-29.4% | $6,785-21.0% | $4,751+12.8% |
| Participant deferral / active EE | $12,616 | $11,622+8.6% | $10,408+21.2% | $6,710+88.0% |
| Admin fee / account holder | $4,115 | $15,381-73.2% | $12,815-67.9% | $11,403-63.9% |