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 6-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 | $76,606 | $148,534-48.4% | $135,903-43.6% | $139,434-45.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.11% | 79.19%-59.1pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,549 | $5,243-13.2% | $4,856-6.3% | $4,751-4.2% |
| Participant deferral / active EE | $22,582 | $8,100+178.8% | $7,758+191.1% | $6,710+236.5% |
| Admin fee / account holder | $12,442 | $12,400+0.3% | $10,762+15.6% | $11,403+9.1% |