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 | $86,784 | $138,065-37.1% | $123,544-29.8% | $135,375-35.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 40.61% | 153.68%-113.1pp | 119.20%-78.6pp | 519.73%-479.1pp |
| Employer contribution / active EE | $18,171 | $5,151+252.7% | $4,628+292.7% | $4,779+280.2% |
| Participant deferral / active EE | $5,359 | $6,799-21.2% | $6,426-16.6% | $5,609-4.5% |
| Admin fee / account holder | $15,952 | $10,916+46.1% | $9,284+71.8% | $10,827+47.3% |