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 | $45,124 | $121,625-62.9% | $104,607-56.9% | $158,922-71.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 40.88% | 465.26%-424.4pp | 340.46%-299.6pp | 302.83%-261.9pp |
| Employer contribution / active EE | $24,555 | $3,163+676.4% | $2,681+816.0% | $4,761+415.7% |
| Participant deferral / active EE | $8,625 | $4,177+106.5% | $3,740+130.6% | $5,982+44.2% |
| Admin fee / account holder | $468 | $7,787-94.0% | $6,473-92.8% | $11,246-95.8% |