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 | $40,994 | $217,402-81.1% | $185,823-77.9% | $167,490-75.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.68% | 148.36%-127.7pp | 122.05%-101.4pp | 478.56%-457.9pp |
| Employer contribution / active EE | $11,665 | $5,873+98.6% | $5,167+125.7% | $4,837+141.1% |
| Participant deferral / active EE | $7,716 | $6,356+21.4% | $5,568+38.6% | $6,341+21.7% |
| Admin fee / account holder | $671 | $19,811-96.6% | $16,237-95.9% | $12,309-94.5% |