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 | $118,485 | $88,751+33.5% | $81,812+44.8% | $145,922-18.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.83% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $12,022 | $3,083+289.9% | $2,912+312.8% | $4,660+158.0% |
| Participant deferral / active EE | $6,158 | $4,643+32.6% | $4,319+42.6% | $6,688-7.9% |
| Admin fee / account holder | $32,153 | $8,415+282.1% | $7,386+335.3% | $13,397+140.0% |