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 | $74,582 | $105,998-29.6% | $92,233-19.1% | $147,584-49.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 124.20% | 50.05%+74.1pp | 176.28%-52.1pp | 578.55%-454.4pp |
| Employer contribution / active EE | $13,543 | $4,333+212.6% | $3,679+268.1% | $4,876+177.7% |
| Participant deferral / active EE | $11,847 | $4,478+164.6% | $3,897+204.0% | $5,439+117.8% |
| Admin fee / account holder | $452 | $6,332-92.9% | $5,194-91.3% | $10,885-95.8% |