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 | $224,156 | $183,592+22.1% | $155,567+44.1% | $145,959+53.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $11,123 | $5,315+109.3% | $4,674+138.0% | $4,661+138.7% |
| Participant deferral / active EE | $10,298 | $6,464+59.3% | $5,628+83.0% | $6,689+54.0% |
| Admin fee / account holder | $1,890 | $19,318-90.2% | $15,916-88.1% | $13,398-85.9% |