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 | $54,862 | $99,918-45.1% | $81,382-32.6% | $145,922-62.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.68% | 34.32%-22.6pp | 24.73%-13.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $8,819 | $2,978+196.2% | $2,463+258.1% | $4,660+89.3% |
| Participant deferral / active EE | $4,521 | $4,605-1.8% | $3,883+16.4% | $6,688-32.4% |
| Admin fee / account holder | $1,004 | $8,212-87.8% | $5,768-82.6% | $13,397-92.5% |