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 9-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 | $63,333 | $110,502-42.7% | $80,716-21.5% | $167,490-62.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.73% | 120.54%-108.8pp | 87.28%-75.5pp | 478.56%-466.8pp |
| Employer contribution / active EE | $8,715 | $1,543+465.0% | $1,160+651.3% | $4,837+80.2% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,632 | $4,545-64.1% | $3,380-51.7% | $12,309-86.7% |