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 | $77,547 | $126,519-38.7% | $106,201-27.0% | $145,959-46.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 57.78% | 225.10%-167.3pp | 116.26%-58.5pp | 561.95%-504.2pp |
| Employer contribution / active EE | $5,006 | $3,726+34.4% | $3,170+57.9% | $4,661+7.4% |
| Participant deferral / active EE | $7,453 | $5,716+30.4% | $5,012+48.7% | $6,689+11.4% |
| Admin fee / account holder | $602 | $17,312-96.5% | $11,039-94.5% | $13,398-95.5% |