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 | $246,068 | $183,519+34.1% | $155,509+58.2% | $145,922+68.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.61% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,032 | $5,313-5.3% | $4,672+7.7% | $4,660+8.0% |
| Participant deferral / active EE | $23,000 | $6,462+255.9% | $5,626+308.8% | $6,688+243.9% |
| Admin fee / account holder | $5,194 | $19,313-73.1% | $15,912-67.4% | $13,397-61.2% |