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 9-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 | $143,625 | $82,664+73.7% | $125,339+14.6% | $68,494+109.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 6.26% | -5.97%+12.2pp | 572.05%-565.8pp | -7.84%+14.1pp |
| Employer contribution / active EE | $25,419 | $3,381+651.8% | $4,814+428.1% | $2,596+879.1% |
| Participant deferral / active EE | $10,251 | $6,110+67.8% | $7,446+37.7% | $4,027+154.5% |
| Admin fee / account holder | $9,324 | $6,275+48.6% | $10,010-6.8% | $5,403+72.6% |