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 | $119,434 | $88,751+34.6% | $81,812+46.0% | $145,922-18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.44% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $12,139 | $3,083+293.7% | $2,912+316.8% | $4,660+160.5% |
| Participant deferral / active EE | $10,117 | $4,643+117.9% | $4,319+134.3% | $6,688+51.3% |
| Admin fee / account holder | $3,031 | $8,415-64.0% | $7,386-59.0% | $13,397-77.4% |