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 | $50,412 | $118,849-57.6% | $96,562-47.8% | $167,490-69.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.61% | 50.49%-26.9pp | 37.78%-14.2pp | 478.56%-454.9pp |
| Employer contribution / active EE | $2,176 | $3,120-30.2% | $2,356-7.7% | $4,837-55.0% |
| Participant deferral / active EE | $19,875 | $4,616+330.6% | $3,849+416.4% | $6,341+213.4% |
| Admin fee / account holder | $583 | $8,065-92.8% | $6,181-90.6% | $12,309-95.3% |