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 | $77,669 | $93,571-17.0% | $135,903-42.8% | $75,163+3.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 158.49% | 30.90%+127.6pp | 68.23%+90.3pp | 160.62%-2.1pp |
| Employer contribution / active EE | $9,375 | $3,537+165.1% | $4,856+93.1% | $2,670+251.2% |
| Participant deferral / active EE | $6,921 | $6,404+8.1% | $7,758-10.8% | $4,125+67.8% |
| Admin fee / account holder | $2,790 | $6,975-60.0% | $10,762-74.1% | $5,651-50.6% |