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 | $192,652 | $99,652+93.3% | $78,778+144.6% | $147,584+30.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.42% | 47.28%-31.9pp | 35.62%-20.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $7,143 | $2,796+155.5% | $1,986+259.7% | $4,876+46.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,115 | $7,155-56.5% | $5,134-39.3% | $10,885-71.4% |