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 6-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 | $124,476 | $70,587+76.3% | $124,672-0.2% | $85,850+45.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 15.40% | 20688.83%-20673.4pp | 5142.93%-5127.5pp | 318.53%-303.1pp |
| Employer contribution / active EE | $5,929 | $1,913+209.9% | $3,324+78.4% | $2,565+131.2% |
| Participant deferral / active EE | $3,661 | $2,969+23.3% | $4,614-20.7% | $3,952-7.4% |
| Admin fee / account holder | $2,867 | $5,282-45.7% | $7,493-61.7% | $6,260-54.2% |