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 | $89,493 | $83,902+6.7% | $167,512-46.6% | $84,808+5.5% |
| Participation rate | 98.3% | 66.5%+31.8pp | 77.1%+21.2pp | 68.3%+30.0pp |
| Annual return | 16.91% | 91.55%-74.6pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,866 | $2,264+203.3% | $3,882+76.9% | $2,631+161.0% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,412 | $7,915-69.5% | $9,769-75.3% | $7,344-67.2% |