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 5-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 | $242,433 | $125,758+92.8% | $169,993+42.6% | $75,163+222.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.62% | 27.20%-4.6pp | 53.37%-30.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $7,169 | $4,615+55.3% | $6,785+5.7% | $2,670+168.5% |
| Participant deferral / active EE | $17,087 | $6,837+149.9% | $10,408+64.2% | $4,125+314.2% |
| Admin fee / account holder | $494 | $8,173-94.0% | $12,815-96.1% | $5,651-91.3% |