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 3-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 | $69,658 | $76,738-9.2% | $56,411+23.5% | $145,922-52.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 816.86% | 2994.23%-2177.4pp | 1701.33%-884.5pp | 561.29%+255.6pp |
| Employer contribution / active EE | $677 | $1,380-50.9% | $1,039-34.8% | $4,660-85.5% |
| Participant deferral / active EE | $5,936 | $2,623+126.4% | $1,952+204.1% | $6,688-11.2% |
| Admin fee / account holder | $571 | $3,334-82.9% | $2,829-79.8% | $13,397-95.7% |