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 | $147,250 | $100,773+46.1% | $88,946+65.6% | $142,382+3.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.03% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,094 | $2,918+177.4% | $2,555+216.8% | $4,299+88.3% |
| Participant deferral / active EE | $14,236 | $5,230+172.2% | $4,581+210.7% | $6,507+118.8% |
| Admin fee / account holder | $1,423 | $9,693-85.3% | $8,261-82.8% | $12,624-88.7% |