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 | $60,839 | $109,982-44.7% | $97,226-37.4% | $145,922-58.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.02% | 242.90%-233.9pp | 75.13%-66.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $10,975 | $3,084+255.9% | $2,729+302.2% | $4,660+135.5% |
| Participant deferral / active EE | $10,290 | $4,676+120.1% | $4,264+141.3% | $6,688+53.9% |
| Admin fee / account holder | $1,020 | $6,221-83.6% | $5,654-82.0% | $13,397-92.4% |