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 | $57,821 | $148,534-61.1% | $135,903-57.5% | $139,434-58.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.27% | 79.19%-49.9pp | 68.23%-39.0pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,646 | $5,243-49.5% | $4,856-45.5% | $4,751-44.3% |
| Participant deferral / active EE | $20,269 | $8,100+150.2% | $7,758+161.3% | $6,710+202.1% |
| Admin fee / account holder | $450 | $12,400-96.4% | $10,762-95.8% | $11,403-96.1% |