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 | $144,609 | $102,317+41.3% | $146,958-1.6% | $80,856+78.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.87% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $7,232 | $3,713+94.8% | $4,933+46.6% | $2,755+162.5% |
| Participant deferral / active EE | $8,161 | $6,644+22.8% | $8,070+1.1% | $4,296+90.0% |
| Admin fee / account holder | $1,437 | $7,941-81.9% | $12,998-88.9% | $6,918-79.2% |