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 | $49,637 | $99,877-50.3% | $84,966-41.6% | $145,922-66.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.88% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $12,742 | $3,231+294.3% | $2,727+367.2% | $4,660+173.4% |
| Participant deferral / active EE | $7,529 | $5,291+42.3% | $4,519+66.6% | $6,688+12.6% |
| Admin fee / account holder | $1,254 | $7,248-82.7% | $6,149-79.6% | $13,397-90.6% |