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 | $39,952 | $197,591-79.8% | $177,821-77.5% | $158,922-74.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1627.80% | 58.76%+1569.0pp | 48.32%+1579.5pp | 302.83%+1325.0pp |
| Employer contribution / active EE | $27,550 | $6,697+311.3% | $5,918+365.5% | $4,761+478.6% |
| Participant deferral / active EE | $7,150 | $8,405-14.9% | $7,714-7.3% | $5,982+19.5% |
| Admin fee / account holder | $368 | $15,399-97.6% | $12,427-97.0% | $11,246-96.7% |