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 7-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 | $75,445 | $88,751-15.0% | $81,812-7.8% | $145,922-48.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.28% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $8,050 | $3,083+161.1% | $2,912+176.4% | $4,660+72.8% |
| Participant deferral / active EE | $15,306 | $4,643+229.6% | $4,319+254.4% | $6,688+128.9% |
| Admin fee / account holder | $717 | $8,415-91.5% | $7,386-90.3% | $13,397-94.6% |