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 | $152,062 | $88,751+71.3% | $81,812+85.9% | $145,922+4.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.51% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,587 | $3,083-16.1% | $2,912-11.2% | $4,660-44.5% |
| Participant deferral / active EE | $6,955 | $4,643+49.8% | $4,319+61.0% | $6,688+4.0% |
| Admin fee / account holder | $13,654 | $8,415+62.2% | $7,386+84.9% | $13,397+1.9% |