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 | $62,682 | $88,751-29.4% | $81,812-23.4% | $145,922-57.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.44% | 1025.40%-1005.0pp | 773.79%-753.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $6,750 | $3,083+118.9% | $2,912+131.8% | $4,660+44.9% |
| Participant deferral / active EE | $16,750 | $4,643+260.7% | $4,319+287.9% | $6,688+150.5% |
| Admin fee / account holder | $11,003 | $8,415+30.7% | $7,386+49.0% | $13,397-17.9% |