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 | $160,788 | $84,696+89.8% | $75,696+112.4% | $167,490-4.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.14% | 199.36%-186.2pp | 104.53%-91.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $10,691 | $3,230+231.0% | $2,743+289.8% | $4,837+121.0% |
| Participant deferral / active EE | $3,570 | $4,580-22.1% | $3,821-6.6% | $6,341-43.7% |
| Admin fee / account holder | $2,050 | $5,355-61.7% | $3,619-43.3% | $12,309-83.3% |