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 | $52,313 | $115,770-54.8% | $101,248-48.3% | $158,922-67.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 60.98% | 56.14%+4.8pp | 46.47%+14.5pp | 302.83%-241.8pp |
| Employer contribution / active EE | $15,177 | $4,175+263.6% | $3,660+314.7% | $4,761+218.8% |
| Participant deferral / active EE | $7,496 | $4,957+51.2% | $4,370+71.5% | $5,982+25.3% |
| Admin fee / account holder | $730 | $7,245-89.9% | $5,945-87.7% | $11,246-93.5% |