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 | $21,400 | $112,881-81.0% | $90,951-76.5% | $158,922-86.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 93.59% | 215.79%-122.2pp | 134.60%-41.0pp | 302.83%-209.2pp |
| Employer contribution / active EE | $8,519 | $2,893+194.5% | $2,122+301.5% | $4,761+78.9% |
| Participant deferral / active EE | $5,364 | $4,128+30.0% | $3,373+59.0% | $5,982-10.3% |
| Admin fee / account holder | $793 | $8,041-90.1% | $5,959-86.7% | $11,246-92.9% |