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 | $109,415 | $135,952-19.5% | $123,892-11.7% | $273,961-60.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 345.02% | 56.63%+288.4pp | 47.52%+297.5pp | 41.45%+303.6pp |
| Employer contribution / active EE | $17,750 | $5,170+243.3% | $4,617+284.5% | $4,869+264.6% |
| Participant deferral / active EE | $11,861 | $6,343+87.0% | $5,984+98.2% | $5,287+124.3% |
| Admin fee / account holder | $418 | $9,817-95.7% | $8,357-95.0% | $10,132-95.9% |