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 9-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 | $65,898 | $96,635-31.8% | $86,612-23.9% | $139,434-52.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.61% | 106.41%-88.8pp | 591.07%-573.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $9,415 | $3,263+188.5% | $3,022+211.5% | $4,751+98.2% |
| Participant deferral / active EE | $9,415 | $4,836+94.7% | $4,438+112.2% | $6,710+40.3% |
| Admin fee / account holder | $1,132 | $6,408-82.3% | $5,614-79.8% | $11,403-90.1% |