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 | $88,190 | $150,187-41.3% | $120,354-26.7% | $145,922-39.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.55% | 154.07%-143.5pp | 107.15%-96.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $11,481 | $4,348+164.1% | $3,463+231.6% | $4,660+146.4% |
| Participant deferral / active EE | $10,733 | $6,173+73.9% | $4,991+115.0% | $6,688+60.5% |
| Admin fee / account holder | $48,490 | $12,207+297.2% | $9,423+414.6% | $13,397+261.9% |