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 | $104,605 | $88,751+17.9% | $81,812+27.9% | $145,922-28.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.71% | 1025.40%-1001.7pp | 773.79%-750.1pp | 561.29%-537.6pp |
| Employer contribution / active EE | $6,897 | $3,083+123.7% | $2,912+136.8% | $4,660+48.0% |
| Participant deferral / active EE | $8,480 | $4,643+82.6% | $4,319+96.4% | $6,688+26.8% |
| Admin fee / account holder | $595 | $8,415-92.9% | $7,386-91.9% | $13,397-95.6% |