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 | $20,046 | $81,632-75.4% | $70,449-71.5% | $158,922-87.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 33.57% | 208.40%-174.8pp | 109.03%-75.5pp | 302.83%-269.3pp |
| Employer contribution / active EE | $9,030 | $3,217+180.7% | $2,737+230.0% | $4,761+89.7% |
| Participant deferral / active EE | $6,649 | $4,554+46.0% | $3,709+79.3% | $5,982+11.1% |
| Admin fee / account holder | $1,604 | $6,193-74.1% | $3,845-58.3% | $11,246-85.7% |