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 6-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 | $52,937 | $81,632-35.2% | $70,449-24.9% | $158,922-66.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 40.84% | 208.40%-167.6pp | 109.03%-68.2pp | 302.83%-262.0pp |
| Employer contribution / active EE | $21,722 | $3,217+575.2% | $2,737+693.8% | $4,761+356.2% |
| Participant deferral / active EE | $14,500 | $4,554+218.4% | $3,709+291.0% | $5,982+142.4% |
| Admin fee / account holder | $303 | $6,193-95.1% | $3,845-92.1% | $11,246-97.3% |