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 | $157,564 | $95,971+64.2% | $74,550+111.4% | $135,375+16.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.85% | 56.96%-49.1pp | 32.53%-24.7pp | 519.73%-511.9pp |
| Employer contribution / active EE | $2,848 | $2,716+4.8% | $1,961+45.2% | $4,779-40.4% |
| Participant deferral / active EE | $5,987 | $3,843+55.8% | $3,108+92.6% | $5,609+6.7% |
| Admin fee / account holder | $1,135 | $6,522-82.6% | $5,060-77.6% | $10,827-89.5% |