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 | $124,667 | $73,515+69.6% | $62,995+97.9% | $147,584-15.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.82% | 175.43%-164.6pp | 87.57%-76.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $7,224 | $3,320+117.6% | $2,759+161.8% | $4,876+48.1% |
| Participant deferral / active EE | $13,292 | $4,185+217.6% | $3,329+299.2% | $5,439+144.4% |
| Admin fee / account holder | $1,007 | $5,953-83.1% | $3,600-72.0% | $10,885-90.8% |