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 | $146,170 | $102,966+42.0% | $90,281+61.9% | $152,861-4.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.89% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,947 | $3,139-6.1% | $2,854+3.3% | $4,762-38.1% |
| Participant deferral / active EE | $8,568 | $4,281+100.1% | $3,885+120.5% | $5,850+46.5% |
| Admin fee / account holder | $236,627 | $6,171+3734.7% | $5,351+4321.9% | $11,596+1940.5% |