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 | $102,317-40.9% | $146,958-58.8% | $80,856-25.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.40% | 134.76%-110.4pp | 418.34%-393.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $8,813 | $3,713+137.3% | $4,933+78.7% | $2,755+219.9% |
| Participant deferral / active EE | $7,811 | $6,644+17.6% | $8,070-3.2% | $4,296+81.8% |
| Admin fee / account holder | $1,649 | $7,941-79.2% | $12,998-87.3% | $6,918-76.2% |