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 3-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 | $162,443 | $99,877+62.6% | $84,966+91.2% | $145,922+11.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.95% | 83.76%-60.8pp | 66.38%-43.4pp | 561.29%-538.3pp |
| Employer contribution / active EE | $4,284 | $3,231+32.6% | $2,727+57.1% | $4,660-8.1% |
| Participant deferral / active EE | $7,497 | $5,291+41.7% | $4,519+65.9% | $6,688+12.1% |
| Admin fee / account holder | $479 | $7,248-93.4% | $6,149-92.2% | $13,397-96.4% |