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 7-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 | $108,113 | $96,305+12.3% | $80,569+34.2% | $139,434-22.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.52% | 1350.08%-1321.6pp | 935.43%-906.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $5,870 | $3,262+79.9% | $2,723+115.5% | $4,751+23.6% |
| Participant deferral / active EE | $13,523 | $5,232+158.5% | $4,447+204.1% | $6,710+101.5% |
| Admin fee / account holder | $4,650 | $6,599-29.5% | $5,377-13.5% | $11,403-59.2% |