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 | $212,139 | $93,024+128.0% | $77,024+175.4% | $134,475+57.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.04% | 62.60%-67.6pp | 42.32%-47.4pp | 417.96%-423.0pp |
| Employer contribution / active EE | $35,834 | $3,418+948.4% | $2,812+1174.2% | $4,740+656.0% |
| Participant deferral / active EE | $24,400 | $5,238+365.8% | $4,426+451.2% | $6,400+281.3% |
| Admin fee / account holder | $2,228 | $6,944-67.9% | $5,425-58.9% | $11,426-80.5% |