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 | $99,983 | $88,751+12.7% | $81,812+22.2% | $145,922-31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.44% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,848 | $3,083+57.2% | $2,912+66.5% | $4,660+4.0% |
| Participant deferral / active EE | $10,395 | $4,643+123.9% | $4,319+140.7% | $6,688+55.4% |
| Admin fee / account holder | $1,840 | $8,415-78.1% | $7,386-75.1% | $13,397-86.3% |