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 | $111,613 | $138,044-19.1% | $125,339-11.0% | $134,475-17.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 16.98% | 750.33%-733.3pp | 572.05%-555.1pp | 417.96%-401.0pp |
| Employer contribution / active EE | $13,694 | $5,243+161.2% | $4,814+184.5% | $4,740+188.9% |
| Participant deferral / active EE | $2,761 | $7,799-64.6% | $7,446-62.9% | $6,400-56.9% |
| Admin fee / account holder | $437 | $11,571-96.2% | $10,010-95.6% | $11,426-96.2% |