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 | $106,966 | $109,817-2.6% | $98,442+8.7% | $167,490-36.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.99% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $5,734 | $3,224+77.9% | $2,960+93.7% | $4,837+18.5% |
| Participant deferral / active EE | $15,830 | $4,673+238.7% | $4,276+270.2% | $6,341+149.6% |
| Admin fee / account holder | $619 | $6,753-90.8% | $5,949-89.6% | $12,309-95.0% |