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 | $94,406 | $102,604-8.0% | $86,188+9.5% | $139,434-32.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.57% | 1922.51%-1906.9pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $5,959 | $3,032+96.5% | $2,380+150.4% | $4,751+25.4% |
| Participant deferral / active EE | $3,919 | $4,676-16.2% | $3,985-1.7% | $6,710-41.6% |
| Admin fee / account holder | $16,711 | $8,657+93.0% | $6,852+143.9% | $11,403+46.6% |