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 | $89,219 | $118,849-24.9% | $96,562-7.6% | $167,490-46.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.73% | 50.49%-37.8pp | 37.78%-25.1pp | 478.56%-465.8pp |
| Employer contribution / active EE | $8,546 | $3,120+174.0% | $2,356+262.7% | $4,837+76.7% |
| Participant deferral / active EE | $7,321 | $4,616+58.6% | $3,849+90.2% | $6,341+15.4% |
| Admin fee / account holder | $739 | $8,065-90.8% | $6,181-88.0% | $12,309-94.0% |