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 6-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 | $56,997 | $99,877-42.9% | $84,966-32.9% | $145,922-60.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.96% | 83.76%-64.8pp | 66.38%-47.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $2,395 | $3,231-25.9% | $2,727-12.2% | $4,660-48.6% |
| Participant deferral / active EE | $7,559 | $5,291+42.9% | $4,519+67.3% | $6,688+13.0% |
| Admin fee / account holder | $1,769 | $7,248-75.6% | $6,149-71.2% | $13,397-86.8% |