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 | $27,612 | $99,020-72.1% | $86,590-68.1% | $147,584-81.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 30.74% | 1312.34%-1281.6pp | 964.84%-934.1pp | 578.55%-547.8pp |
| Employer contribution / active EE | $13,090 | $3,132+317.9% | $2,839+361.0% | $4,876+168.4% |
| Participant deferral / active EE | $3,481 | $3,972-12.4% | $3,609-3.5% | $5,439-36.0% |
| Admin fee / account holder | $426 | $5,710-92.5% | $4,906-91.3% | $10,885-96.1% |