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 | $135,526 | $156,846-13.6% | $121,098+11.9% | $139,434-2.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.52% | 1474.56%-1464.0pp | 985.75%-975.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $12,466 | $5,536+125.2% | $4,164+199.4% | $4,751+162.4% |
| Participant deferral / active EE | $18,937 | $4,844+290.9% | $4,080+364.2% | $6,710+182.2% |
| Admin fee / account holder | $63,266 | $6,946+810.9% | $5,644+1020.8% | $11,403+454.8% |