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 | $108,297 | $148,534-27.1% | $135,903-20.3% | $139,434-22.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.12% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $11,460 | $5,243+118.6% | $4,856+136.0% | $4,751+141.2% |
| Participant deferral / active EE | $13,347 | $8,100+64.8% | $7,758+72.0% | $6,710+98.9% |
| Admin fee / account holder | $945 | $12,400-92.4% | $10,762-91.2% | $11,403-91.7% |