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 6-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 | $18,484 | $114,047-83.8% | $96,139-80.8% | $167,490-89.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 38.11% | 189.88%-151.8pp | 191.94%-153.8pp | 478.56%-440.5pp |
| Employer contribution / active EE | $8,113 | $3,427+136.7% | $2,797+190.1% | $4,837+67.7% |
| Participant deferral / active EE | $4,815 | $5,194-7.3% | $4,349+10.7% | $6,341-24.1% |
| Admin fee / account holder | $1,246 | $6,897-81.9% | $5,537-77.5% | $12,309-89.9% |