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 | $78,825 | $107,015-26.3% | $73,545+7.2% | $147,584-46.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 69781.62% | 38.25%+69743.4pp | -15.16%+69796.8pp | 578.55%+69203.1pp |
| Employer contribution / active EE | $1,651 | $1,760-6.2% | $1,219+35.4% | $4,876-66.2% |
| Participant deferral / active EE | $12,534 | $2,462+409.2% | $1,806+594.0% | $5,439+130.4% |
| Admin fee / account holder | $991 | $3,055-67.6% | $2,320-57.3% | $10,885-90.9% |