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 | $51,851 | $100,773-48.5% | $88,946-41.7% | $142,382-63.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.66% | 70.18%-44.5pp | 57.82%-32.2pp | 217.08%-191.4pp |
| Employer contribution / active EE | $14,264 | $2,918+388.9% | $2,555+458.3% | $4,299+231.8% |
| Participant deferral / active EE | $7,467 | $5,230+42.8% | $4,581+63.0% | $6,507+14.8% |
| Admin fee / account holder | $1,059 | $9,693-89.1% | $8,261-87.2% | $12,624-91.6% |