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 5-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 | $78,780 | $96,305-18.2% | $80,569-2.2% | $139,434-43.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 29.23% | 1350.08%-1320.9pp | 935.43%-906.2pp | 372.94%-343.7pp |
| Employer contribution / active EE | $1,184 | $3,262-63.7% | $2,723-56.5% | $4,751-75.1% |
| Participant deferral / active EE | $57,000 | $5,232+989.5% | $4,447+1181.6% | $6,710+749.5% |
| Admin fee / account holder | $390 | $6,599-94.1% | $5,377-92.8% | $11,403-96.6% |