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 | $124,440 | $165,984-25.0% | $164,813-24.5% | $145,922-14.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.57% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,408 | $5,273-35.4% | $4,341-21.5% | $4,660-26.9% |
| Participant deferral / active EE | $20,200 | $6,959+190.3% | $6,031+234.9% | $6,688+202.0% |
| Admin fee / account holder | $1,013 | $16,648-93.9% | $12,690-92.0% | $13,397-92.4% |