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 | $55,010 | $99,877-44.9% | $84,966-35.3% | $145,922-62.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.66% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $9,597 | $3,231+197.0% | $2,727+251.9% | $4,660+106.0% |
| Participant deferral / active EE | $4,581 | $5,291-13.4% | $4,519+1.4% | $6,688-31.5% |
| Admin fee / account holder | $2,457 | $7,248-66.1% | $6,149-60.0% | $13,397-81.7% |