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 | $64,361 | $77,634-17.1% | $156,549-58.9% | $62,891+2.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 101.16% | 50.32%+50.8pp | 32.23%+68.9pp | 20.14%+81.0pp |
| Employer contribution / active EE | $4,871 | $3,444+41.5% | $5,501-11.4% | $2,281+113.6% |
| Participant deferral / active EE | $7,507 | $3,045+146.5% | $4,871+54.1% | $3,203+134.4% |
| Admin fee / account holder | $55,026 | $5,561+889.5% | $13,027+322.4% | $4,296+1181.0% |