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 | $96,387 | $90,348+6.7% | $75,972+26.9% | $145,922-33.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 9.11% | 620.88%-611.8pp | 359.55%-350.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $14,572 | $3,311+340.1% | $2,685+442.7% | $4,660+212.7% |
| Participant deferral / active EE | $13,582 | $5,162+163.1% | $4,255+219.2% | $6,688+103.1% |
| Admin fee / account holder | $96,584 | $8,467+1040.7% | $6,467+1393.6% | $13,397+620.9% |