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 | $124,666 | $99,877+24.8% | $84,966+46.7% | $145,922-14.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 83.76%-74.2pp | 66.38%-56.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $8,812 | $3,231+172.7% | $2,727+223.1% | $4,660+89.1% |
| Participant deferral / active EE | $30,500 | $5,291+476.5% | $4,519+574.9% | $6,688+356.1% |
| Admin fee / account holder | $1,766 | $7,248-75.6% | $6,149-71.3% | $13,397-86.8% |