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 | $45,565 | $148,534-69.3% | $135,903-66.5% | $139,434-67.3% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 18.80% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,239 | $5,243-0.1% | $4,856+7.9% | $4,751+10.3% |
| Participant deferral / active EE | $10,014 | $8,100+23.6% | $7,758+29.1% | $6,710+49.2% |
| Admin fee / account holder | $493 | $12,400-96.0% | $10,762-95.4% | $11,403-95.7% |