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 | $103,467 | $109,817-5.8% | $98,442+5.1% | $167,490-38.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.52% | 1956.69%-1937.2pp | 1492.73%-1473.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $9,942 | $3,224+208.4% | $2,960+235.9% | $4,837+105.5% |
| Participant deferral / active EE | $12,010 | $4,673+157.0% | $4,276+180.8% | $6,341+89.4% |
| Admin fee / account holder | $481 | $6,753-92.9% | $5,949-91.9% | $12,309-96.1% |