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 | $66,917 | $107,334-37.7% | $92,893-28.0% | $152,861-56.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.96% | 145.58%-128.6pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $15,121 | $4,221+258.2% | $3,653+314.0% | $4,762+217.5% |
| Participant deferral / active EE | $2,062 | $4,845-57.4% | $4,236-51.3% | $5,850-64.8% |
| Admin fee / account holder | $508 | $7,079-92.8% | $5,794-91.2% | $11,596-95.6% |