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 | $106,527 | $156,846-32.1% | $121,098-12.0% | $139,434-23.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.38% | 1474.56%-1462.2pp | 985.75%-973.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $11,697 | $5,536+111.3% | $4,164+180.9% | $4,751+146.2% |
| Participant deferral / active EE | $9,352 | $4,844+93.1% | $4,080+129.2% | $6,710+39.4% |
| Admin fee / account holder | $12,038 | $6,946+73.3% | $5,644+113.3% | $11,403+5.6% |