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 6-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 | $186,329 | $108,919+71.1% | $100,391+85.6% | $145,922+27.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.47% | 57.88%-38.4pp | 49.20%-29.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $10,735 | $4,419+142.9% | $3,942+172.3% | $4,660+130.4% |
| Participant deferral / active EE | $9,249 | $8,445+9.5% | $8,082+14.4% | $6,688+38.3% |
| Admin fee / account holder | $4,167 | $9,689-57.0% | $7,899-47.2% | $13,397-68.9% |