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 | $112,491 | $185,822-39.5% | $169,993-33.8% | $139,434-19.3% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 25.94% | 60.50%-34.6pp | 53.37%-27.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $9,428 | $7,590+24.2% | $6,785+38.9% | $4,751+98.4% |
| Participant deferral / active EE | $10,976 | $11,622-5.6% | $10,408+5.5% | $6,710+63.6% |
| Admin fee / account holder | $1,158 | $15,381-92.5% | $12,815-91.0% | $11,403-89.8% |