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 7-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 | $48,365 | $88,751-45.5% | $81,812-40.9% | $145,922-66.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 10.26% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $6,389 | $3,083+107.2% | $2,912+119.4% | $4,660+37.1% |
| Participant deferral / active EE | $7,651 | $4,643+64.8% | $4,319+77.2% | $6,688+14.4% |
| Admin fee / account holder | $15,906 | $8,415+89.0% | $7,386+115.3% | $13,397+18.7% |