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 | $120,819 | $183,519-34.2% | $155,509-22.3% | $145,922-17.2% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 12.20% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $11,875 | $5,313+123.5% | $4,672+154.1% | $4,660+154.8% |
| Participant deferral / active EE | $7,696 | $6,462+19.1% | $5,626+36.8% | $6,688+15.1% |
| Admin fee / account holder | $2,060 | $19,313-89.3% | $15,912-87.1% | $13,397-84.6% |