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 | $105,542 | $102,604+2.9% | $86,188+22.5% | $139,434-24.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.79% | 1922.51%-1911.7pp | 1168.45%-1157.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $12,928 | $3,032+326.3% | $2,380+443.2% | $4,751+172.1% |
| Participant deferral / active EE | $9,333 | $4,676+99.6% | $3,985+134.2% | $6,710+39.1% |
| Admin fee / account holder | $3,572 | $8,657-58.7% | $6,852-47.9% | $11,403-68.7% |