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 | $123,364 | $185,200-33.4% | $142,863-13.6% | $167,490-26.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 9.19% | 8555.70%-8546.5pp | 5637.54%-5628.4pp | 478.56%-469.4pp |
| Employer contribution / active EE | $18,231 | $5,604+225.3% | $4,144+340.0% | $4,837+276.9% |
| Participant deferral / active EE | $28,707 | $4,494+538.8% | $3,837+648.1% | $6,341+352.7% |
| Admin fee / account holder | $37,483 | $8,031+366.7% | $6,560+471.3% | $12,309+204.5% |