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 | $13,954 | $84,696-83.5% | $75,696-81.6% | $167,490-91.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.25% | 199.36%-184.1pp | 104.53%-89.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $10,542 | $3,230+226.4% | $2,743+284.4% | $4,837+117.9% |
| Participant deferral / active EE | $4,391 | $4,580-4.1% | $3,821+14.9% | $6,341-30.8% |
| Admin fee / account holder | $763 | $5,355-85.8% | $3,619-78.9% | $12,309-93.8% |