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 | $124,564 | $148,534-16.1% | $135,903-8.3% | $139,434-10.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.63% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $20,802 | $5,243+296.8% | $4,856+328.4% | $4,751+337.9% |
| Participant deferral / active EE | $11,458 | $8,100+41.5% | $7,758+47.7% | $6,710+70.7% |
| Admin fee / account holder | $751 | $12,400-93.9% | $10,762-93.0% | $11,403-93.4% |