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 | $160,016 | $104,664+52.9% | $85,682+86.8% | $167,490-4.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.48% | 21.45%-5.0pp | 21.49%-5.0pp | 478.56%-462.1pp |
| Employer contribution / active EE | $20,391 | $3,337+511.1% | $2,618+678.8% | $4,837+321.5% |
| Participant deferral / active EE | $9,750 | $4,824+102.1% | $3,923+148.6% | $6,341+53.8% |
| Admin fee / account holder | $2,128 | $10,032-78.8% | $6,873-69.0% | $12,309-82.7% |