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 | $87,351 | $102,382-14.7% | $147,005-40.6% | $80,874+8.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 33.02% | 134.89%-101.9pp | 418.76%-385.7pp | 35.62%-2.6pp |
| Employer contribution / active EE | $12,276 | $3,715+230.4% | $4,934+148.8% | $2,756+345.5% |
| Participant deferral / active EE | $12,400 | $6,646+86.6% | $8,070+53.7% | $4,297+188.6% |
| Admin fee / account holder | $4,120 | $7,942-48.1% | $13,006-68.3% | $6,935-40.6% |