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 | $165,988 | $91,538+81.3% | $129,995+27.7% | $75,163+120.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.02% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $6,291 | $2,845+121.1% | $4,320+45.6% | $2,670+135.6% |
| Participant deferral / active EE | $4,657 | $4,341+7.3% | $5,820-20.0% | $4,125+12.9% |
| Admin fee / account holder | $4,004 | $6,790-41.0% | $10,614-62.3% | $5,651-29.1% |