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 | $188,138 | $115,770+62.5% | $101,248+85.8% | $158,922+18.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.85% | 56.14%-47.3pp | 46.47%-37.6pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,180 | $4,175-47.8% | $3,660-40.4% | $4,761-54.2% |
| Participant deferral / active EE | $26,000 | $4,957+424.5% | $4,370+494.9% | $5,982+334.6% |
| Admin fee / account holder | $601 | $7,245-91.7% | $5,945-89.9% | $11,246-94.7% |