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 7-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 | $80,266 | $102,966-22.0% | $90,281-11.1% | $152,861-47.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.82% | 95.16%-70.3pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,151 | $3,139-31.5% | $2,854-24.6% | $4,762-54.8% |
| Participant deferral / active EE | $13,969 | $4,281+226.3% | $3,885+259.5% | $5,850+138.8% |
| Admin fee / account holder | $1,862 | $6,171-69.8% | $5,351-65.2% | $11,596-83.9% |