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 | $45,896 | $99,877-54.0% | $84,966-46.0% | $145,922-68.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 45.15% | 83.76%-38.6pp | 66.38%-21.2pp | 561.29%-516.1pp |
| Employer contribution / active EE | $3,315 | $3,231+2.6% | $2,727+21.6% | $4,660-28.8% |
| Participant deferral / active EE | $6,116 | $5,291+15.6% | $4,519+35.3% | $6,688-8.6% |
| Admin fee / account holder | $919 | $7,248-87.3% | $6,149-85.1% | $13,397-93.1% |