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 | $76,132 | $90,600-16.0% | $79,464-4.2% | $135,375-43.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 15.65% | 977.43%-961.8pp | 718.14%-702.5pp | 519.73%-504.1pp |
| Employer contribution / active EE | $10,251 | $3,068+234.1% | $2,800+266.1% | $4,779+114.5% |
| Participant deferral / active EE | $5,428 | $4,050+34.0% | $3,704+46.6% | $5,609-3.2% |
| Admin fee / account holder | $17,147 | $5,907+190.3% | $5,113+235.4% | $10,827+58.4% |