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 | $47,107 | $118,849-60.4% | $96,562-51.2% | $167,490-71.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 35.16% | 50.49%-15.3pp | 37.78%-2.6pp | 478.56%-443.4pp |
| Employer contribution / active EE | $7,984 | $3,120+155.9% | $2,356+238.8% | $4,837+65.0% |
| Participant deferral / active EE | $10,564 | $4,616+128.9% | $3,849+174.5% | $6,341+66.6% |
| Admin fee / account holder | $2,176 | $8,065-73.0% | $6,181-64.8% | $12,309-82.3% |