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 | $90,695 | $111,724-18.8% | $93,606-3.1% | $145,922-37.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 35.69% | 202.98%-167.3pp | 133.20%-97.5pp | 561.29%-525.6pp |
| Employer contribution / active EE | $9,121 | $3,090+195.2% | $2,420+276.9% | $4,660+95.7% |
| Participant deferral / active EE | $13,401 | $4,912+172.8% | $4,411+203.8% | $6,688+100.4% |
| Admin fee / account holder | $31,401 | $10,250+206.4% | $8,285+279.0% | $13,397+134.4% |