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 | $87,433 | $108,642-19.5% | $74,701+17.0% | $152,861-42.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 24.32% | 114.06%-89.7pp | 752.92%-728.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $5,329 | $1,503+254.5% | $1,084+391.7% | $4,762+11.9% |
| Participant deferral / active EE | $6,735 | $2,712+148.3% | $1,964+243.0% | $5,850+15.1% |
| Admin fee / account holder | $304 | $4,902-93.8% | $3,333-90.9% | $11,596-97.4% |