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 | $58,317 | $112,881-48.3% | $90,951-35.9% | $158,922-63.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.47% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $5,806 | $2,893+100.7% | $2,122+173.6% | $4,761+21.9% |
| Participant deferral / active EE | $9,750 | $4,128+136.2% | $3,373+189.1% | $5,982+63.0% |
| Admin fee / account holder | $20,020 | $8,041+149.0% | $5,959+236.0% | $11,246+78.0% |