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 | $41,053 | $185,822-77.9% | $169,993-75.9% | $139,434-70.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 604.56% | 60.50%+544.1pp | 53.37%+551.2pp | 372.94%+231.6pp |
| Employer contribution / active EE | $14,500 | $7,590+91.0% | $6,785+113.7% | $4,751+205.2% |
| Participant deferral / active EE | $20,500 | $11,622+76.4% | $10,408+97.0% | $6,710+205.5% |
| Admin fee / account holder | $1,170 | $15,381-92.4% | $12,815-90.9% | $11,403-89.7% |