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 | $68,966 | $107,334-35.7% | $92,893-25.8% | $152,861-54.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 153.71% | 145.58%+8.1pp | 109.41%+44.3pp | 345.32%-191.6pp |
| Employer contribution / active EE | $3,712 | $4,221-12.1% | $3,653+1.6% | $4,762-22.1% |
| Participant deferral / active EE | $9,770 | $4,845+101.7% | $4,236+130.6% | $5,850+67.0% |
| Admin fee / account holder | $56,157 | $7,079+693.3% | $5,794+869.2% | $11,596+384.3% |