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 | $87,772 | $70,756+24.0% | $65,493+34.0% | $142,382-38.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.50% | 1754.89%-1740.4pp | 982.45%-967.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $13,043 | $2,881+352.8% | $2,574+406.7% | $4,299+203.4% |
| Participant deferral / active EE | $6,161 | $4,637+32.9% | $3,961+55.5% | $6,507-5.3% |
| Admin fee / account holder | $32,162 | $6,559+390.3% | $5,028+539.6% | $12,624+154.8% |