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 | $45,493 | $91,538-50.3% | $129,995-65.0% | $75,163-39.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.50% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $9,178 | $2,845+222.6% | $4,320+112.5% | $2,670+243.8% |
| Participant deferral / active EE | $5,317 | $4,341+22.5% | $5,820-8.6% | $4,125+28.9% |
| Admin fee / account holder | $1,472 | $6,790-78.3% | $10,614-86.1% | $5,651-74.0% |