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 | $166,147 | $99,877+66.4% | $84,966+95.5% | $145,922+13.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.17% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,603 | $3,231+135.3% | $2,727+178.8% | $4,660+63.2% |
| Participant deferral / active EE | $14,866 | $5,291+181.0% | $4,519+228.9% | $6,688+122.3% |
| Admin fee / account holder | $782 | $7,248-89.2% | $6,149-87.3% | $13,397-94.2% |