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 | $79,430 | $73,515+8.0% | $62,995+26.1% | $147,584-46.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.28% | 175.43%-155.2pp | 87.57%-67.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $10,511 | $3,320+216.5% | $2,759+281.0% | $4,876+115.6% |
| Participant deferral / active EE | $10,174 | $4,185+143.1% | $3,329+205.6% | $5,439+87.1% |
| Admin fee / account holder | $1,055 | $5,953-82.3% | $3,600-70.7% | $10,885-90.3% |