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 | $79,587 | $102,966-22.7% | $90,281-11.8% | $152,861-47.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 49.30% | 95.16%-45.9pp | 78.10%-28.8pp | 345.32%-296.0pp |
| Employer contribution / active EE | $2,736 | $3,139-12.8% | $2,854-4.2% | $4,762-42.6% |
| Participant deferral / active EE | $6,868 | $4,281+60.4% | $3,885+76.8% | $5,850+17.4% |
| Admin fee / account holder | $36,129 | $6,171+485.5% | $5,351+575.2% | $11,596+211.6% |