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 10-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 | $188,849 | $138,065+36.8% | $123,544+52.9% | $135,375+39.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1552.79% | 153.68%+1399.1pp | 119.20%+1433.6pp | 519.73%+1033.1pp |
| Employer contribution / active EE | $13,442 | $5,151+160.9% | $4,628+190.5% | $4,779+181.3% |
| Participant deferral / active EE | $9,644 | $6,799+41.8% | $6,426+50.1% | $5,609+72.0% |
| Admin fee / account holder | $754 | $10,916-93.1% | $9,284-91.9% | $10,827-93.0% |