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 | $8,242 | $108,172-92.4% | $77,482-89.4% | $158,922-94.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 196.24% | 31.67%+164.6pp | 54.79%+141.5pp | 302.83%-106.6pp |
| Employer contribution / active EE | $8,542 | $1,325+544.8% | $986+766.0% | $4,761+79.4% |
| Participant deferral / active EE | $2,735 | $2,456+11.4% | $1,861+47.0% | $5,982-54.3% |
| Admin fee / account holder | $746 | $3,708-79.9% | $2,858-73.9% | $11,246-93.4% |