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 | $68,097+28.9% | $62,929+39.5% | $137,256-36.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.50% | 1859.11%-1844.6pp | 1063.93%-1049.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $13,043 | $2,811+364.0% | $2,505+420.8% | $4,156+213.8% |
| Participant deferral / active EE | $6,161 | $4,553+35.3% | $3,888+58.5% | $6,407-3.8% |
| Admin fee / account holder | $32,162 | $6,521+393.2% | $5,065+535.0% | $12,270+162.1% |