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 | $36,269 | $102,966-64.8% | $90,281-59.8% | $152,861-76.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.14% | 95.16%-80.0pp | 78.10%-63.0pp | 345.32%-330.2pp |
| Employer contribution / active EE | $8,000 | $3,139+154.9% | $2,854+180.3% | $4,762+68.0% |
| Participant deferral / active EE | $2,459 | $4,281-42.6% | $3,885-36.7% | $5,850-58.0% |
| Admin fee / account holder | $7,000 | $6,171+13.4% | $5,351+30.8% | $11,596-39.6% |