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 | $95,192 | $88,751+7.3% | $81,812+16.4% | $145,922-34.8% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.3%+8.6pp | 80.3%+0.7pp |
| Annual return | 14.62% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $7,857 | $3,083+154.8% | $2,912+169.8% | $4,660+68.6% |
| Participant deferral / active EE | $9,219 | $4,643+98.6% | $4,319+113.5% | $6,688+37.9% |
| Admin fee / account holder | $6,053 | $8,415-28.1% | $7,386-18.0% | $13,397-54.8% |