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 | $116,813 | $109,817+6.4% | $98,442+18.7% | $167,490-30.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 25.35% | 1956.69%-1931.3pp | 1492.73%-1467.4pp | 478.56%-453.2pp |
| Employer contribution / active EE | $9,127 | $3,224+183.1% | $2,960+208.4% | $4,837+88.7% |
| Participant deferral / active EE | $2,802 | $4,673-40.0% | $4,276-34.5% | $6,341-55.8% |
| Admin fee / account holder | $448 | $6,753-93.4% | $5,949-92.5% | $12,309-96.4% |