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 8-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 | $73,694 | $115,770-36.3% | $101,248-27.2% | $158,922-53.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.17% | 56.14%-47.0pp | 46.47%-37.3pp | 302.83%-293.7pp |
| Employer contribution / active EE | $12,607 | $4,175+202.0% | $3,660+244.5% | $4,761+164.8% |
| Participant deferral / active EE | $9,085 | $4,957+83.3% | $4,370+107.9% | $5,982+51.9% |
| Admin fee / account holder | $15,081 | $7,245+108.2% | $5,945+153.6% | $11,246+34.1% |