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 | $77,242 | $88,751-13.0% | $81,812-5.6% | $145,922-47.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.38% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $8,751 | $3,083+183.8% | $2,912+200.5% | $4,660+87.8% |
| Participant deferral / active EE | $8,295 | $4,643+78.7% | $4,319+92.1% | $6,688+24.0% |
| Admin fee / account holder | $4,012 | $8,415-52.3% | $7,386-45.7% | $13,397-70.1% |