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 5-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 | $81,475 | $150,187-45.8% | $120,354-32.3% | $145,922-44.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.23% | 154.07%-137.8pp | 107.15%-90.9pp | 561.29%-545.1pp |
| Employer contribution / active EE | $12,196 | $4,348+180.5% | $3,463+252.2% | $4,660+161.7% |
| Participant deferral / active EE | $8,633 | $6,173+39.9% | $4,991+73.0% | $6,688+29.1% |
| Admin fee / account holder | $1,281 | $12,207-89.5% | $9,423-86.4% | $13,397-90.4% |