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 | $109,348 | $183,519-40.4% | $155,509-29.7% | $145,922-25.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.63% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.7pp |
| Employer contribution / active EE | $12,296 | $5,313+131.4% | $4,672+163.2% | $4,660+163.9% |
| Participant deferral / active EE | $7,175 | $6,462+11.0% | $5,626+27.5% | $6,688+7.3% |
| Admin fee / account holder | $3,641 | $19,313-81.1% | $15,912-77.1% | $13,397-72.8% |