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 8-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 | $40,555 | $99,079-59.1% | $77,999-48.0% | $273,961-85.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 55.09% | 217.93%-162.8pp | 425.96%-370.9pp | 41.45%+13.6pp |
| Employer contribution / active EE | $15,563 | $3,308+370.5% | $2,470+530.1% | $4,869+219.7% |
| Participant deferral / active EE | $24,000 | $4,306+457.3% | $3,497+586.3% | $5,287+353.9% |
| Admin fee / account holder | $1,463 | $8,954-83.7% | $5,480-73.3% | $10,132-85.6% |