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 | $47,745 | $148,534-67.9% | $135,903-64.9% | $139,434-65.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.93% | 79.19%-51.3pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $8,013 | $5,243+52.8% | $4,856+65.0% | $4,751+68.7% |
| Participant deferral / active EE | $8,647 | $8,100+6.8% | $7,758+11.5% | $6,710+28.9% |
| Admin fee / account holder | $922 | $12,400-92.6% | $10,762-91.4% | $11,403-91.9% |