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 | $42,490 | $165,984-74.4% | $164,813-74.2% | $145,922-70.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 44.68% | 100.03%-55.4pp | 69.93%-25.2pp | 561.29%-516.6pp |
| Employer contribution / active EE | $18,768 | $5,273+255.9% | $4,341+332.4% | $4,660+302.8% |
| Participant deferral / active EE | $6,260 | $6,959-10.0% | $6,031+3.8% | $6,688-6.4% |
| Admin fee / account holder | $1,143 | $16,648-93.1% | $12,690-91.0% | $13,397-91.5% |