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 | $70,222 | $102,966-31.8% | $90,281-22.2% | $152,861-54.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.96% | 95.16%-80.2pp | 78.10%-63.1pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,070 | $3,139-34.1% | $2,854-27.5% | $4,762-56.5% |
| Participant deferral / active EE | $6,918 | $4,281+61.6% | $3,885+78.0% | $5,850+18.2% |
| Admin fee / account holder | $58,837 | $6,171+853.5% | $5,351+999.5% | $11,596+407.4% |