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 3-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 | $54,366 | $99,921-45.6% | $85,009-36.0% | $145,959-62.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.42% | 83.89%-69.5pp | 66.47%-52.1pp | 561.95%-547.5pp |
| Employer contribution / active EE | $8,890 | $3,233+175.0% | $2,728+225.8% | $4,661+90.7% |
| Participant deferral / active EE | $9,807 | $5,293+85.3% | $4,522+116.9% | $6,689+46.6% |
| Admin fee / account holder | $689 | $7,252-90.5% | $6,153-88.8% | $13,398-94.9% |