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 9-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 | $67,955 | $118,919-42.9% | $88,538-23.2% | $152,861-55.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 24.00% | 47.92%-23.9pp | 43.64%-19.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $6,652 | $2,669+149.2% | $2,098+217.0% | $4,762+39.7% |
| Participant deferral / active EE | $22,000 | $3,549+520.0% | $2,914+654.9% | $5,850+276.1% |
| Admin fee / account holder | $1,651 | $5,876-71.9% | $4,310-61.7% | $11,596-85.8% |