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 6-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 | $173,395 | $99,877+73.6% | $84,966+104.1% | $145,922+18.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.15% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $26,667 | $3,231+725.2% | $2,727+877.8% | $4,660+472.3% |
| Participant deferral / active EE | $5,482 | $5,291+3.6% | $4,519+21.3% | $6,688-18.0% |
| Admin fee / account holder | $1,841 | $7,248-74.6% | $6,149-70.1% | $13,397-86.3% |