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 | $115,022 | $88,751+29.6% | $81,812+40.6% | $145,922-21.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.63% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $11,405 | $3,083+269.9% | $2,912+291.6% | $4,660+144.8% |
| Participant deferral / active EE | $7,534 | $4,643+62.3% | $4,319+74.4% | $6,688+12.6% |
| Admin fee / account holder | $14,393 | $8,415+71.0% | $7,386+94.9% | $13,397+7.4% |