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 | $48,973 | $104,907-53.3% | $84,611-42.1% | $152,861-68.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 42.47% | 373.79%-331.3pp | 258.74%-216.3pp | 345.32%-302.8pp |
| Employer contribution / active EE | $18,408 | $3,302+457.6% | $2,652+594.1% | $4,762+286.5% |
| Participant deferral / active EE | $12,802 | $4,688+173.1% | $3,899+228.4% | $5,850+118.8% |
| Admin fee / account holder | $1,027 | $6,241-83.5% | $4,912-79.1% | $11,596-91.1% |