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 | $63,473 | $84,696-25.1% | $75,696-16.1% | $167,490-62.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.07% | 199.36%-189.3pp | 104.53%-94.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $12,273 | $3,230+280.0% | $2,743+347.5% | $4,837+153.7% |
| Participant deferral / active EE | $8,241 | $4,580+80.0% | $3,821+115.7% | $6,341+30.0% |
| Admin fee / account holder | $695 | $5,355-87.0% | $3,619-80.8% | $12,309-94.4% |