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 | $61,160 | $111,724-45.3% | $93,606-34.7% | $145,922-58.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.72% | 202.98%-189.3pp | 133.20%-119.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $6,998 | $3,090+126.5% | $2,420+189.2% | $4,660+50.2% |
| Participant deferral / active EE | $1,857 | $4,912-62.2% | $4,411-57.9% | $6,688-72.2% |
| Admin fee / account holder | $559 | $10,250-94.6% | $8,285-93.3% | $13,397-95.8% |