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 10-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 | $86,166 | $88,751-2.9% | $81,812+5.3% | $145,922-41.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.16% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,009 | $3,083+30.0% | $2,912+37.7% | $4,660-14.0% |
| Participant deferral / active EE | $11,657 | $4,643+151.0% | $4,319+169.9% | $6,688+74.3% |
| Admin fee / account holder | $1,221 | $8,415-85.5% | $7,386-83.5% | $13,397-90.9% |