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 | $99,744 | $88,751+12.4% | $81,812+21.9% | $145,922-31.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.12% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $12,099 | $3,083+292.4% | $2,912+315.5% | $4,660+159.7% |
| Participant deferral / active EE | $10,328 | $4,643+122.4% | $4,319+139.1% | $6,688+54.4% |
| Admin fee / account holder | $17,690 | $8,415+110.2% | $7,386+139.5% | $13,397+32.0% |