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 | $21,156 | $109,327-80.6% | $89,391-76.3% | $158,922-86.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 60.54% | 345.68%-285.1pp | 245.62%-185.1pp | 302.83%-242.3pp |
| Employer contribution / active EE | $5,967 | $3,170+88.2% | $2,586+130.8% | $4,761+25.3% |
| Participant deferral / active EE | $17,696 | $4,598+284.8% | $3,890+354.9% | $5,982+195.8% |
| Admin fee / account holder | $6,092 | $6,153-1.0% | $4,881+24.8% | $11,246-45.8% |