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 9-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 | $82,230 | $70,606+16.5% | $53,898+52.6% | $142,382-42.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.43% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,009 | $1,202+67.1% | $932+115.5% | $4,299-53.3% |
| Participant deferral / active EE | $7,978 | $2,364+237.5% | $1,826+336.8% | $6,507+22.6% |
| Admin fee / account holder | $1,308 | $2,852-54.1% | $2,491-47.5% | $12,624-89.6% |