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 4-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 | $52,775 | $118,427-55.4% | $66,042-20.1% | $142,382-62.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 12.00% | 35.57%-23.6pp | 52.11%-40.1pp | 217.08%-205.1pp |
| Employer contribution / active EE | $13,167 | $2,570+412.4% | $1,579+733.7% | $4,299+206.3% |
| Participant deferral / active EE | $7,311 | $4,311+69.6% | $2,835+157.8% | $6,507+12.4% |
| Admin fee / account holder | $770 | $9,593-92.0% | $5,747-86.6% | $12,624-93.9% |