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 | $136,303 | $102,317+33.2% | $146,958-7.3% | $80,856+68.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.94% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $8,483 | $3,713+128.5% | $4,933+72.0% | $2,755+207.9% |
| Participant deferral / active EE | $7,307 | $6,644+10.0% | $8,070-9.5% | $4,296+70.1% |
| Admin fee / account holder | $1,118 | $7,941-85.9% | $12,998-91.4% | $6,918-83.8% |