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 | $62,601 | $104,907-40.3% | $84,611-26.0% | $152,861-59.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 83.52% | 373.79%-290.3pp | 258.74%-175.2pp | 345.32%-261.8pp |
| Employer contribution / active EE | $5,182 | $3,302+57.0% | $2,652+95.4% | $4,762+8.8% |
| Participant deferral / active EE | $5,835 | $4,688+24.5% | $3,899+49.7% | $5,850-0.3% |
| Admin fee / account holder | $364 | $6,241-94.2% | $4,912-92.6% | $11,596-96.9% |