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 | $62,543 | $106,515-41.3% | $96,683-35.3% | $139,434-55.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.98% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $9,554 | $4,103+132.9% | $3,737+155.7% | $4,751+101.1% |
| Participant deferral / active EE | $7,861 | $5,454+44.1% | $4,878+61.1% | $6,710+17.1% |
| Admin fee / account holder | $501 | $7,877-93.6% | $6,730-92.6% | $11,403-95.6% |