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 | $62,692 | $209,411-70.1% | $178,490-64.9% | $158,922-60.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.29% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $28,590 | $5,706+401.0% | $5,011+470.6% | $4,761+500.5% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10,469 | $17,074-38.7% | $13,984-25.1% | $11,246-6.9% |