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 | $62,214 | $98,750-37.0% | $149,696-58.4% | $79,858-22.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.27% | 27.43%-6.2pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $5,774 | $3,216+79.5% | $4,644+24.3% | $2,471+133.7% |
| Participant deferral / active EE | $7,717 | $5,680+35.9% | $6,842+12.8% | $3,740+106.3% |
| Admin fee / account holder | $459 | $6,053-92.4% | $9,309-95.1% | $5,306-91.3% |