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 | $109,071 | $109,982-0.8% | $97,226+12.2% | $145,922-25.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 50.11% | 242.90%-192.8pp | 75.13%-25.0pp | 561.29%-511.2pp |
| Employer contribution / active EE | $11,725 | $3,084+280.2% | $2,729+329.7% | $4,660+151.6% |
| Participant deferral / active EE | $2,289 | $4,676-51.1% | $4,264-46.3% | $6,688-65.8% |
| Admin fee / account holder | $47,107 | $6,221+657.3% | $5,654+733.2% | $13,397+251.6% |