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 8-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 | $79,914 | $102,382-21.9% | $147,005-45.6% | $80,874-1.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.84% | 134.89%-119.1pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $8,061 | $3,715+117.0% | $4,934+63.4% | $2,756+192.5% |
| Participant deferral / active EE | $17,613 | $6,646+165.0% | $8,070+118.3% | $4,297+309.9% |
| Admin fee / account holder | $19,755 | $7,942+148.7% | $13,006+51.9% | $6,935+184.9% |