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 | $92,046 | $114,047-19.3% | $96,139-4.3% | $167,490-45.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.66% | 189.88%-177.2pp | 191.94%-179.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $17,806 | $3,427+419.6% | $2,797+536.6% | $4,837+268.1% |
| Participant deferral / active EE | $12,974 | $5,194+149.8% | $4,349+198.3% | $6,341+104.6% |
| Admin fee / account holder | $2,040 | $6,897-70.4% | $5,537-63.2% | $12,309-83.4% |