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 7-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 | $81,921 | $148,534-44.8% | $135,903-39.7% | $139,434-41.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.84% | 79.19%-50.4pp | 68.23%-39.4pp | 372.94%-344.1pp |
| Employer contribution / active EE | $8,058 | $5,243+53.7% | $4,856+65.9% | $4,751+69.6% |
| Participant deferral / active EE | $5,825 | $8,100-28.1% | $7,758-24.9% | $6,710-13.2% |
| Admin fee / account holder | $475 | $12,400-96.2% | $10,762-95.6% | $11,403-95.8% |