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 | $97,336 | $57,354+69.7% | $83,848+16.1% | $64,186+51.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 82.15% | 11.38%+70.8pp | 850.88%-768.7pp | 7.63%+74.5pp |
| Employer contribution / active EE | $4,509 | $2,545+77.2% | $3,631+24.2% | $2,381+89.4% |
| Participant deferral / active EE | $2,291 | $2,993-23.5% | $4,082-43.9% | $3,470-34.0% |
| Admin fee / account holder | $9,277 | $4,046+129.3% | $5,478+69.3% | $4,888+89.8% |