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 10-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 | $82,870 | $73,515+12.7% | $62,995+31.5% | $147,584-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.70% | 175.43%-163.7pp | 87.57%-75.9pp | 578.55%-566.9pp |
| Employer contribution / active EE | $6,897 | $3,320+107.7% | $2,759+150.0% | $4,876+41.4% |
| Participant deferral / active EE | $1,491 | $4,185-64.4% | $3,329-55.2% | $5,439-72.6% |
| Admin fee / account holder | $87,200 | $5,953+1364.7% | $3,600+2322.3% | $10,885+701.1% |