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 | $68,161 | $88,751-23.2% | $81,812-16.7% | $145,922-53.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.91% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,605 | $3,083+81.8% | $2,912+92.5% | $4,660+20.3% |
| Participant deferral / active EE | $19,241 | $4,643+314.4% | $4,319+345.5% | $6,688+187.7% |
| Admin fee / account holder | $362 | $8,415-95.7% | $7,386-95.1% | $13,397-97.3% |