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 8-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 | $56,574 | $114,047-50.4% | $96,139-41.2% | $167,490-66.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.94% | 189.88%-173.9pp | 191.94%-176.0pp | 478.56%-462.6pp |
| Employer contribution / active EE | $6,339 | $3,427+85.0% | $2,797+126.6% | $4,837+31.0% |
| Participant deferral / active EE | $3,557 | $5,194-31.5% | $4,349-18.2% | $6,341-43.9% |
| Admin fee / account holder | $2,222 | $6,897-67.8% | $5,537-59.9% | $12,309-82.0% |