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 | $132,942 | $159,901-16.9% | $146,958-9.5% | $145,922-8.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 62.49% | 98.13%-35.6pp | 418.34%-355.9pp | 561.29%-498.8pp |
| Employer contribution / active EE | $12,500 | $5,286+136.5% | $4,933+153.4% | $4,660+168.3% |
| Participant deferral / active EE | $5,280 | $8,428-37.4% | $8,070-34.6% | $6,688-21.0% |
| Admin fee / account holder | $167,268 | $15,044+1011.9% | $12,998+1186.9% | $13,397+1148.6% |