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 | $96,953 | $202,318-52.1% | $172,739-43.9% | $152,861-36.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 36.45% | 1029.65%-993.2pp | 802.84%-766.4pp | 345.32%-308.9pp |
| Employer contribution / active EE | $5,188 | $5,856-11.4% | $5,143+0.9% | $4,762+8.9% |
| Participant deferral / active EE | $2,896 | $5,948-51.3% | $5,198-44.3% | $5,850-50.5% |
| Admin fee / account holder | $744 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |