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 | $50,377 | $133,922-62.4% | $116,228-56.7% | $142,382-64.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.00% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,969 | $3,446-13.8% | $2,994-0.8% | $4,299-30.9% |
| Participant deferral / active EE | $28,887 | $5,672+409.3% | $4,953+483.2% | $6,507+343.9% |
| Admin fee / account holder | $149,063 | $14,945+897.4% | $11,989+1143.3% | $12,624+1080.8% |