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 8-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 | $167,138 | $152,861+9.3% | $167,1380% | $152,861+9.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 100.0%0pp | 82.4%+17.6pp |
| Annual return | 29.30% | 345.32%-316.0pp | 29.30%0pp | 345.32%-316.0pp |
| Employer contribution / active EE | $13,333 | $4,762+180.0% | $13,3330% | $4,762+180.0% |
| Participant deferral / active EE | $2,500 | $5,850-57.3% | $2,5000% | $5,850-57.3% |
| Admin fee / account holder | $1,106 | $11,596-90.5% | $1,1060% | $11,596-90.5% |