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 | $54,303 | $73,515-26.1% | $62,995-13.8% | $147,584-63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 28.56% | 175.43%-146.9pp | 87.57%-59.0pp | 578.55%-550.0pp |
| Employer contribution / active EE | $5,448 | $3,320+64.1% | $2,759+97.5% | $4,876+11.7% |
| Participant deferral / active EE | $10,500 | $4,185+150.9% | $3,329+215.4% | $5,439+93.1% |
| Admin fee / account holder | $4,433 | $5,953-25.5% | $3,600+23.1% | $10,885-59.3% |