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 9-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 | $34,298 | $102,966-66.7% | $90,281-62.0% | $152,861-77.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 30.15% | 95.16%-65.0pp | 78.10%-47.9pp | 345.32%-315.2pp |
| Employer contribution / active EE | $8,627 | $3,139+174.8% | $2,854+202.2% | $4,762+81.1% |
| Participant deferral / active EE | $17,461 | $4,281+307.8% | $3,885+349.4% | $5,850+198.5% |
| Admin fee / account holder | $2,681 | $6,171-56.6% | $5,351-49.9% | $11,596-76.9% |