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 8-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 | $40,928 | $88,751-53.9% | $81,812-50.0% | $145,922-72.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.97% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,193 | $3,083+36.0% | $2,912+44.0% | $4,660-10.0% |
| Participant deferral / active EE | $10,871 | $4,643+134.1% | $4,319+151.7% | $6,688+62.5% |
| Admin fee / account holder | $18,908 | $8,415+124.7% | $7,386+156.0% | $13,397+41.1% |