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 | $135,587 | $109,982+23.3% | $97,226+39.5% | $145,922-7.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.55% | 242.90%-232.4pp | 75.13%-64.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $16,701 | $3,084+441.6% | $2,729+512.0% | $4,660+258.4% |
| Participant deferral / active EE | $8,495 | $4,676+81.7% | $4,264+99.2% | $6,688+27.0% |
| Admin fee / account holder | $641 | $6,221-89.7% | $5,654-88.7% | $13,397-95.2% |