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 6-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 | $72,644 | $70,756+2.7% | $65,493+10.9% | $142,382-49.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.74% | 1754.89%-1741.1pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $29,184 | $2,881+913.1% | $2,574+1033.7% | $4,299+578.8% |
| Participant deferral / active EE | $27,827 | $4,637+500.1% | $3,961+602.5% | $6,507+327.6% |
| Admin fee / account holder | $30,862 | $6,559+370.5% | $5,028+513.8% | $12,624+144.5% |