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 | $88,289 | $99,877-11.6% | $84,966+3.9% | $145,922-39.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.69% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $8,225 | $3,231+154.5% | $2,727+201.6% | $4,660+76.5% |
| Participant deferral / active EE | $4,816 | $5,291-9.0% | $4,519+6.6% | $6,688-28.0% |
| Admin fee / account holder | $11,887 | $7,248+64.0% | $6,149+93.3% | $13,397-11.3% |