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 | $59,858 | $102,966-41.9% | $90,281-33.7% | $152,861-60.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.55% | 95.16%-76.6pp | 78.10%-59.5pp | 345.32%-326.8pp |
| Employer contribution / active EE | $7,374 | $3,139+134.9% | $2,854+158.3% | $4,762+54.8% |
| Participant deferral / active EE | $6,886 | $4,281+60.8% | $3,885+77.2% | $5,850+17.7% |
| Admin fee / account holder | $471 | $6,171-92.4% | $5,351-91.2% | $11,596-95.9% |