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 | $219,048 | $126,574+73.1% | $106,213+106.2% | $145,922+50.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.41% | 224.79%-216.4pp | 116.14%-107.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $10,787 | $3,730+189.2% | $3,171+240.1% | $4,660+131.5% |
| Participant deferral / active EE | $9,293 | $5,724+62.4% | $5,016+85.3% | $6,688+39.0% |
| Admin fee / account holder | $77,433 | $17,304+347.5% | $11,033+601.8% | $13,397+478.0% |