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 | $135,114 | $136,179-0.8% | $98,755+36.8% | $167,490-19.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 7.17% | 67.53%-60.4pp | 49.91%-42.7pp | 478.56%-471.4pp |
| Employer contribution / active EE | $19,688 | $2,631+648.2% | $2,067+852.3% | $4,837+307.0% |
| Participant deferral / active EE | $10,087 | $3,716+171.5% | $3,035+232.4% | $6,341+59.1% |
| Admin fee / account holder | $794 | $5,031-84.2% | $4,076-80.5% | $12,309-93.5% |