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 | $65,465 | $138,065-52.6% | $123,544-47.0% | $135,375-51.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 52.50% | 153.68%-101.2pp | 119.20%-66.7pp | 519.73%-467.2pp |
| Employer contribution / active EE | $11,610 | $5,151+125.4% | $4,628+150.9% | $4,779+142.9% |
| Participant deferral / active EE | $4,625 | $6,799-32.0% | $6,426-28.0% | $5,609-17.5% |
| Admin fee / account holder | $306 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |