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 | $94,243 | $100,852-6.6% | $90,404+4.2% | $158,922-40.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.79% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $16,363 | $3,689+343.6% | $3,262+401.6% | $4,761+243.7% |
| Participant deferral / active EE | $6,510 | $4,348+49.7% | $3,963+64.2% | $5,982+8.8% |
| Admin fee / account holder | $936 | $6,501-85.6% | $5,611-83.3% | $11,246-91.7% |