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 | $118,910 | $88,751+34.0% | $81,812+45.3% | $145,922-18.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.56% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $13,769 | $3,083+346.6% | $2,912+372.8% | $4,660+195.5% |
| Participant deferral / active EE | $11,787 | $4,643+153.9% | $4,319+172.9% | $6,688+76.3% |
| Admin fee / account holder | $1,479 | $8,415-82.4% | $7,386-80.0% | $13,397-89.0% |