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 8-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 | $53,061 | $78,422-32.3% | $95,952-44.7% | $79,858-33.6% |
| Participation rate | 89.7% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.1pp |
| Annual return | 208.10% | 19.37%+188.7pp | 91.61%+116.5pp | 31.71%+176.4pp |
| Employer contribution / active EE | $10,925 | $1,945+461.7% | $2,541+329.9% | $2,471+342.2% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,393 | $5,622+102.6% | $6,795+67.7% | $5,306+114.7% |