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 4-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 | $94,585 | $70,756+33.7% | $65,493+44.4% | $142,382-33.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.57% | 1754.89%-1737.3pp | 982.45%-964.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $9,533 | $2,881+231.0% | $2,574+270.3% | $4,299+121.8% |
| Participant deferral / active EE | $14,545 | $4,637+213.7% | $3,961+267.2% | $6,507+123.5% |
| Admin fee / account holder | $1,128 | $6,559-82.8% | $5,028-77.6% | $12,624-91.1% |