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 4-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 | $56,233 | $148,534-62.1% | $135,903-58.6% | $139,434-59.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 224.75% | 79.19%+145.6pp | 68.23%+156.5pp | 372.94%-148.2pp |
| Employer contribution / active EE | $12,183 | $5,243+132.4% | $4,856+150.9% | $4,751+156.4% |
| Participant deferral / active EE | $9,593 | $8,100+18.4% | $7,758+23.7% | $6,710+43.0% |
| Admin fee / account holder | $440 | $12,400-96.5% | $10,762-95.9% | $11,403-96.1% |