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 | $167,331 | $95,561+75.1% | $77,163+116.9% | $139,434+20.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.96% | 54.92%-37.0pp | 37.87%-19.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $22,525 | $3,147+615.7% | $2,535+788.6% | $4,751+374.1% |
| Participant deferral / active EE | $13,500 | $4,624+192.0% | $3,833+252.2% | $6,710+101.2% |
| Admin fee / account holder | $665 | $8,295-92.0% | $5,472-87.8% | $11,403-94.2% |