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 | $113,745 | $84,695+34.3% | $73,843+54.0% | $125,391-9.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.70% | 3123.53%-3119.8pp | 2267.84%-2264.1pp | 282.22%-278.5pp |
| Employer contribution / active EE | $12,990 | $3,123+315.9% | $2,787+366.0% | $4,866+167.0% |
| Participant deferral / active EE | $9,788 | $3,992+145.2% | $3,583+173.2% | $5,352+82.9% |
| Admin fee / account holder | $5,831 | $5,691+2.5% | $4,880+19.5% | $9,540-38.9% |