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 | $170,829 | $210,648-18.9% | $177,989-4.0% | $145,922+17.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.17% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $14,002 | $4,565+206.8% | $3,949+254.6% | $4,660+200.5% |
| Participant deferral / active EE | $7,941 | $6,958+14.1% | $6,276+26.5% | $6,688+18.7% |
| Admin fee / account holder | $5,157 | $12,013-57.1% | $10,363-50.2% | $13,397-61.5% |