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 8-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 | $47,760 | $124,281-61.6% | $109,143-56.2% | $167,490-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.87% | 26.04%-10.2pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $8,359 | $4,207+98.7% | $3,722+124.6% | $4,837+72.8% |
| Participant deferral / active EE | $6,913 | $5,255+31.6% | $4,653+48.6% | $6,341+9.0% |
| Admin fee / account holder | $434 | $7,970-94.6% | $6,752-93.6% | $12,309-96.5% |