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 6-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 | $62,760 | $88,751-29.3% | $81,812-23.3% | $145,922-57.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.52% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $6,321 | $3,083+105.0% | $2,912+117.0% | $4,660+35.6% |
| Participant deferral / active EE | $13,238 | $4,643+185.1% | $4,319+206.5% | $6,688+97.9% |
| Admin fee / account holder | $2,207 | $8,415-73.8% | $7,386-70.1% | $13,397-83.5% |