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 | $52,285 | $112,096-53.4% | $95,952-45.5% | $158,922-67.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.44% | 171.09%-152.7pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $7,556 | $3,198+136.3% | $2,541+197.3% | $4,761+58.7% |
| Participant deferral / active EE | $7,608 | $4,784+59.0% | $4,167+82.6% | $5,982+27.2% |
| Admin fee / account holder | $7,543 | $10,130-25.5% | $6,795+11.0% | $11,246-32.9% |