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 | $81,156 | $88,751-8.6% | $81,812-0.8% | $145,922-44.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.19% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,767 | $3,083+119.5% | $2,912+132.4% | $4,660+45.2% |
| Participant deferral / active EE | $8,138 | $4,643+75.3% | $4,319+88.4% | $6,688+21.7% |
| Admin fee / account holder | $999 | $8,415-88.1% | $7,386-86.5% | $13,397-92.5% |