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 | $163,977 | $185,822-11.8% | $169,993-3.5% | $139,434+17.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.73% | 60.50%-43.8pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,108 | $7,590-59.1% | $6,785-54.2% | $4,751-34.6% |
| Participant deferral / active EE | $7,290 | $11,622-37.3% | $10,408-30.0% | $6,710+8.6% |
| Admin fee / account holder | $5,605 | $15,381-63.6% | $12,815-56.3% | $11,403-50.8% |