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 9-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 | $75,827 | $73,515+3.1% | $62,995+20.4% | $147,584-48.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.83% | 175.43%-164.6pp | 87.57%-76.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,375 | $3,320-28.5% | $2,759-13.9% | $4,876-51.3% |
| Participant deferral / active EE | $2,377 | $4,185-43.2% | $3,329-28.6% | $5,439-56.3% |
| Admin fee / account holder | $953 | $5,953-84.0% | $3,600-73.5% | $10,885-91.2% |