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 8-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 | $120,595 | $115,770+4.2% | $101,248+19.1% | $158,922-24.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11660.19% | 56.14%+11604.0pp | 46.47%+11613.7pp | 302.83%+11357.4pp |
| Employer contribution / active EE | $9,370 | $4,175+124.5% | $3,660+156.1% | $4,761+96.8% |
| Participant deferral / active EE | $8,382 | $4,957+69.1% | $4,370+91.8% | $5,982+40.1% |
| Admin fee / account holder | $1,152 | $7,245-84.1% | $5,945-80.6% | $11,246-89.8% |