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 | $103,096 | $109,982-6.3% | $97,226+6.0% | $145,922-29.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.48% | 242.90%-228.4pp | 75.13%-60.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $20,721 | $3,084+571.9% | $2,729+659.4% | $4,660+344.7% |
| Participant deferral / active EE | $6,974 | $4,676+49.1% | $4,264+63.6% | $6,688+4.3% |
| Admin fee / account holder | $5,550 | $6,221-10.8% | $5,654-1.8% | $13,397-58.6% |