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 8-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 | $41,715 | $157,256-73.5% | $141,162-70.4% | $152,861-72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 755.98% | 64.32%+691.7pp | 71.39%+684.6pp | 345.32%+410.7pp |
| Employer contribution / active EE | $5,371 | $5,261+2.1% | $4,735+13.4% | $4,762+12.8% |
| Participant deferral / active EE | $10,035 | $7,109+41.1% | $6,709+49.6% | $5,850+71.5% |
| Admin fee / account holder | $849 | $12,120-93.0% | $10,261-91.7% | $11,596-92.7% |