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 | $46,585 | $118,427-60.7% | $66,042-29.5% | $142,382-67.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 55.90% | 35.57%+20.3pp | 52.11%+3.8pp | 217.08%-161.2pp |
| Employer contribution / active EE | $5,445 | $2,570+111.9% | $1,579+244.8% | $4,299+26.7% |
| Participant deferral / active EE | $8,135 | $4,311+88.7% | $2,835+186.9% | $6,507+25.0% |
| Admin fee / account holder | $1,010 | $9,593-89.5% | $5,747-82.4% | $12,624-92.0% |