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 | $133,743 | $76,000+76.0% | $154,107-13.2% | $64,186+108.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.66% | 30.32%-21.7pp | 735.12%-726.5pp | 7.63%+1.0pp |
| Employer contribution / active EE | $7,623 | $3,351+127.5% | $5,298+43.9% | $2,381+220.2% |
| Participant deferral / active EE | $4,898 | $3,175+54.3% | $5,081-3.6% | $3,470+41.2% |
| Admin fee / account holder | $2,429 | $5,596-56.6% | $13,411-81.9% | $4,888-50.3% |