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 | $107,522 | $101,283+6.2% | $75,826+41.8% | $135,375-20.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 3.61% | 3384.62%-3381.0pp | 1914.15%-1910.5pp | 519.73%-516.1pp |
| Employer contribution / active EE | $10,352 | $2,382+334.6% | $1,913+441.0% | $4,779+116.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,328 | $6,539-3.2% | $4,726+33.9% | $10,827-41.5% |