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 | $93,094 | $97,757-4.8% | $83,848+11.0% | $135,375-31.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 37.71% | 1287.37%-1249.7pp | 850.88%-813.2pp | 519.73%-482.0pp |
| Employer contribution / active EE | $1,079 | $4,222-74.4% | $3,631-70.3% | $4,779-77.4% |
| Participant deferral / active EE | $9,302 | $4,682+98.7% | $4,082+127.9% | $5,609+65.8% |
| Admin fee / account holder | $5,450 | $6,674-18.3% | $5,478-0.5% | $10,827-49.7% |