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 | $30,576 | $102,382-70.1% | $147,005-79.2% | $80,874-62.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.34% | 134.89%-109.6pp | 418.76%-393.4pp | 35.62%-10.3pp |
| Employer contribution / active EE | $4,522 | $3,715+21.7% | $4,934-8.3% | $2,756+64.1% |
| Participant deferral / active EE | $7,777 | $6,646+17.0% | $8,070-3.6% | $4,297+81.0% |
| Admin fee / account holder | $2,967 | $7,942-62.6% | $13,006-77.2% | $6,935-57.2% |