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 | $60,295 | $109,982-45.2% | $97,226-38.0% | $145,922-58.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.56% | 242.90%-232.3pp | 75.13%-64.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,534 | $3,084-50.3% | $2,729-43.8% | $4,660-67.1% |
| Participant deferral / active EE | $4,650 | $4,676-0.6% | $4,264+9.0% | $6,688-30.5% |
| Admin fee / account holder | $522 | $6,221-91.6% | $5,654-90.8% | $13,397-96.1% |