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 | $41,283 | $121,625-66.1% | $104,607-60.5% | $158,922-74.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.42% | 465.26%-447.8pp | 340.46%-323.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,619 | $3,163+77.7% | $2,681+109.6% | $4,761+18.0% |
| Participant deferral / active EE | $7,197 | $4,177+72.3% | $3,740+92.5% | $5,982+20.3% |
| Admin fee / account holder | $798 | $7,787-89.7% | $6,473-87.7% | $11,246-92.9% |