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 | $96,362 | $162,781-40.8% | $133,956-28.1% | $158,922-39.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.02% | 41.94%-25.9pp | 45.09%-29.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $9,061 | $4,975+82.1% | $3,919+131.2% | $4,761+90.3% |
| Participant deferral / active EE | $11,019 | $5,911+86.4% | $5,048+118.3% | $5,982+84.2% |
| Admin fee / account holder | $1,522 | $11,736-87.0% | $8,927-82.9% | $11,246-86.5% |