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 | $72,958 | $114,047-36.0% | $96,139-24.1% | $167,490-56.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 91.95% | 189.88%-97.9pp | 191.94%-100.0pp | 478.56%-386.6pp |
| Employer contribution / active EE | $5,686 | $3,427+65.9% | $2,797+103.3% | $4,837+17.5% |
| Participant deferral / active EE | $14,674 | $5,194+182.5% | $4,349+237.4% | $6,341+131.4% |
| Admin fee / account holder | $568 | $6,897-91.8% | $5,537-89.7% | $12,309-95.4% |