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 6-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 | $97,817 | $115,770-15.5% | $101,248-3.4% | $158,922-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.31% | 56.14%-46.8pp | 46.47%-37.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,568 | $4,175-38.5% | $3,660-29.8% | $4,761-46.1% |
| Participant deferral / active EE | $11,808 | $4,957+138.2% | $4,370+170.2% | $5,982+97.4% |
| Admin fee / account holder | $715 | $7,245-90.1% | $5,945-88.0% | $11,246-93.6% |