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 | $86,902 | $158,398-45.1% | $126,539-31.3% | $142,382-39.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.51% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,601 | $4,650-22.6% | $3,674-2.0% | $4,299-16.2% |
| Participant deferral / active EE | $14,668 | $4,767+207.7% | $4,083+259.3% | $6,507+125.4% |
| Admin fee / account holder | $1,395 | $6,918-79.8% | $6,065-77.0% | $12,624-88.9% |