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 7-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 | $87,829 | $165,984-47.1% | $164,813-46.7% | $145,922-39.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.79% | 100.03%-81.2pp | 69.93%-51.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $15,698 | $5,273+197.7% | $4,341+261.6% | $4,660+236.9% |
| Participant deferral / active EE | $7,155 | $6,959+2.8% | $6,031+18.6% | $6,688+7.0% |
| Admin fee / account holder | $39,080 | $16,648+134.7% | $12,690+208.0% | $13,397+191.7% |