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 | $92,221 | $148,534-37.9% | $135,903-32.1% | $139,434-33.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.07% | 79.19%-51.1pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $4,463 | $5,243-14.9% | $4,856-8.1% | $4,751-6.1% |
| Participant deferral / active EE | $14,007 | $8,100+72.9% | $7,758+80.5% | $6,710+108.7% |
| Admin fee / account holder | $470 | $12,400-96.2% | $10,762-95.6% | $11,403-95.9% |