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 | $61,826 | $197,591-68.7% | $177,821-65.2% | $158,922-61.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 36.16% | 58.76%-22.6pp | 48.32%-12.2pp | 302.83%-266.7pp |
| Employer contribution / active EE | $11,995 | $6,697+79.1% | $5,918+102.7% | $4,761+151.9% |
| Participant deferral / active EE | $18,667 | $8,405+122.1% | $7,714+142.0% | $5,982+212.0% |
| Admin fee / account holder | $536 | $15,399-96.5% | $12,427-95.7% | $11,246-95.2% |