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 | $81,148 | $73,515+10.4% | $62,995+28.8% | $147,584-45.0% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.8%+20.6pp | 82.8%+12.6pp |
| Annual return | 10.41% | 175.43%-165.0pp | 87.57%-77.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $9,305 | $3,320+180.2% | $2,759+237.3% | $4,876+90.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $858 | $5,953-85.6% | $3,600-76.2% | $10,885-92.1% |