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 | $83,087 | $129,942-36.1% | $104,294-20.3% | $134,475-38.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 111.01% | 42.03%+69.0pp | 24.61%+86.4pp | 417.96%-307.0pp |
| Employer contribution / active EE | $16,925 | $4,184+304.5% | $3,372+402.0% | $4,740+257.1% |
| Participant deferral / active EE | $8,485 | $5,588+51.8% | $4,625+83.5% | $6,400+32.6% |
| Admin fee / account holder | $610 | $9,323-93.5% | $7,339-91.7% | $11,426-94.7% |