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 | $117,856 | $109,817+7.3% | $98,442+19.7% | $167,490-29.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 34.50% | 1956.69%-1922.2pp | 1492.73%-1458.2pp | 478.56%-444.1pp |
| Employer contribution / active EE | $9,867 | $3,224+206.1% | $2,960+233.4% | $4,837+104.0% |
| Participant deferral / active EE | $11,443 | $4,673+144.9% | $4,276+167.6% | $6,341+80.4% |
| Admin fee / account holder | $926 | $6,753-86.3% | $5,949-84.4% | $12,309-92.5% |