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 | $51,969 | $110,257-52.9% | $96,544-46.2% | $139,434-62.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.93% | 26.32%-9.4pp | 25.84%-8.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $14,614 | $3,620+303.7% | $2,965+392.9% | $4,751+207.6% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,721 | $11,591-76.5% | $8,252-67.0% | $11,403-76.1% |