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 5-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 | $60,482 | $102,382-40.9% | $147,005-58.9% | $80,874-25.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.40% | 134.89%-110.5pp | 418.76%-394.4pp | 35.62%-11.2pp |
| Employer contribution / active EE | $8,813 | $3,715+137.2% | $4,934+78.6% | $2,756+219.8% |
| Participant deferral / active EE | $7,811 | $6,646+17.5% | $8,070-3.2% | $4,297+81.8% |
| Admin fee / account holder | $1,649 | $7,942-79.2% | $13,006-87.3% | $6,935-76.2% |