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 | $134,609 | $104,486+28.8% | $76,817+75.2% | $152,861-11.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 14.72% | 1013.37%-998.7pp | 1166.11%-1151.4pp | 345.32%-330.6pp |
| Employer contribution / active EE | $7,170 | $3,116+130.1% | $2,302+211.5% | $4,762+50.6% |
| Participant deferral / active EE | $7,941 | $4,236+87.5% | $3,336+138.0% | $5,850+35.7% |
| Admin fee / account holder | $70,166 | $12,275+471.6% | $6,420+993.0% | $11,596+505.1% |