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 3-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 | $76,627 | $73,933+3.6% | $96,683-20.7% | $75,163+1.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 736.23% | 26.70%+709.5pp | 35.69%+700.5pp | 160.62%+575.6pp |
| Employer contribution / active EE | $8,631 | $2,928+194.8% | $3,737+131.0% | $2,670+223.3% |
| Participant deferral / active EE | $8,378 | $3,659+129.0% | $4,878+71.7% | $4,125+103.1% |
| Admin fee / account holder | $832 | $5,216-84.0% | $6,730-87.6% | $5,651-85.3% |