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 8-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 | $40,786 | $102,966-60.4% | $90,281-54.8% | $152,861-73.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.71% | 95.16%-74.4pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $23,789 | $3,139+657.9% | $2,854+733.4% | $4,762+399.5% |
| Participant deferral / active EE | $11,450 | $4,281+167.4% | $3,885+194.7% | $5,850+95.7% |
| Admin fee / account holder | $1,596 | $6,171-74.1% | $5,351-70.2% | $11,596-86.2% |