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 | $75,573 | $88,751-14.8% | $81,812-7.6% | $145,922-48.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.58% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $10,492 | $3,083+240.3% | $2,912+260.3% | $4,660+125.2% |
| Participant deferral / active EE | $17,579 | $4,643+278.6% | $4,319+307.0% | $6,688+162.8% |
| Admin fee / account holder | $1,077 | $8,415-87.2% | $7,386-85.4% | $13,397-92.0% |