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 | $237,179 | $99,877+137.5% | $84,966+179.1% | $145,922+62.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.01% | 83.76%-73.7pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,059 | $3,231-36.3% | $2,727-24.5% | $4,660-55.8% |
| Participant deferral / active EE | $2,658 | $5,291-49.8% | $4,519-41.2% | $6,688-60.3% |
| Admin fee / account holder | $2,157 | $7,248-70.2% | $6,149-64.9% | $13,397-83.9% |