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 7-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 | $89,720 | $183,519-51.1% | $155,509-42.3% | $145,922-38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,047 | $5,313+13.8% | $4,672+29.4% | $4,660+29.8% |
| Participant deferral / active EE | $6,047 | $6,462-6.4% | $5,626+7.5% | $6,688-9.6% |
| Admin fee / account holder | $1,338 | $19,313-93.1% | $15,912-91.6% | $13,397-90.0% |