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 4-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 | $88,847 | $99,877-11.0% | $84,966+4.6% | $145,922-39.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.38% | 83.76%-70.4pp | 66.38%-53.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $20,162 | $3,231+523.9% | $2,727+639.3% | $4,660+332.7% |
| Participant deferral / active EE | $14,753 | $5,291+178.9% | $4,519+226.5% | $6,688+120.6% |
| Admin fee / account holder | $587 | $7,248-91.9% | $6,149-90.5% | $13,397-95.6% |