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 | $88,220 | $96,635-8.7% | $86,612+1.9% | $139,434-36.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.92% | 106.41%-94.5pp | 591.07%-579.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,101 | $3,263-66.3% | $3,022-63.6% | $4,751-76.8% |
| Participant deferral / active EE | $5,098 | $4,836+5.4% | $4,438+14.9% | $6,710-24.0% |
| Admin fee / account holder | $26,102 | $6,408+307.4% | $5,614+364.9% | $11,403+128.9% |