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 | $118,146 | $148,534-20.5% | $135,903-13.1% | $139,434-15.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.95% | 79.19%-64.2pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $7,998 | $5,243+52.5% | $4,856+64.7% | $4,751+68.4% |
| Participant deferral / active EE | $13,700 | $8,100+69.1% | $7,758+76.6% | $6,710+104.2% |
| Admin fee / account holder | $805 | $12,400-93.5% | $10,762-92.5% | $11,403-92.9% |