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 | $63,189 | $52,519+20.3% | $155,790-59.4% | $59,632+6.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 244.57% | 53.51%+191.1pp | 71.54%+173.0pp | 2041.28%-1796.7pp |
| Employer contribution / active EE | $1,457 | $1,589-8.3% | $3,836-62.0% | $2,203-33.8% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,797-100.0% | $3,192-100.0% |
| Admin fee / account holder | $601 | $3,540-83.0% | $7,478-92.0% | $4,297-86.0% |