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 | $207,590 | $83,337+149.1% | $67,834+206.0% | $273,961-24.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.42% | 259.45%-255.0pp | 138.47%-134.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $15,900 | $3,287+383.7% | $2,403+561.6% | $4,869+226.6% |
| Participant deferral / active EE | $18,000 | $4,088+340.3% | $3,160+469.7% | $5,287+240.5% |
| Admin fee / account holder | $539 | $6,752-92.0% | $4,622-88.3% | $10,132-94.7% |