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 7-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 | $45,298 | $157,256-71.2% | $141,162-67.9% | $152,861-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 239.28% | 64.32%+175.0pp | 71.39%+167.9pp | 345.32%-106.0pp |
| Employer contribution / active EE | $4,225 | $5,261-19.7% | $4,735-10.8% | $4,762-11.3% |
| Participant deferral / active EE | $16,578 | $7,109+133.2% | $6,709+147.1% | $5,850+183.4% |
| Admin fee / account holder | $4,029 | $12,120-66.8% | $10,261-60.7% | $11,596-65.3% |