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 | $50,388 | $109,982-54.2% | $97,226-48.2% | $145,922-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.09% | 242.90%-228.8pp | 75.13%-61.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,571 | $3,084+80.6% | $2,729+104.1% | $4,660+19.5% |
| Participant deferral / active EE | $10,806 | $4,676+131.1% | $4,264+153.4% | $6,688+61.6% |
| Admin fee / account holder | $1,092 | $6,221-82.4% | $5,654-80.7% | $13,397-91.9% |