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 9-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 | $235,063 | $185,200+26.9% | $142,863+64.5% | $167,490+40.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.51% | 8555.70%-8545.2pp | 5637.54%-5627.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $4,876 | $5,604-13.0% | $4,144+17.7% | $4,837+0.8% |
| Participant deferral / active EE | $8,275 | $4,494+84.1% | $3,837+115.7% | $6,341+30.5% |
| Admin fee / account holder | $567 | $8,031-92.9% | $6,560-91.4% | $12,309-95.4% |