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 | $91,749 | $185,822-50.6% | $169,993-46.0% | $139,434-34.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $9,439 | $7,590+24.4% | $6,785+39.1% | $4,751+98.7% |
| Participant deferral / active EE | $6,402 | $11,622-44.9% | $10,408-38.5% | $6,710-4.6% |
| Admin fee / account holder | $47,074 | $15,381+206.1% | $12,815+267.3% | $11,403+312.8% |