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 | $62,498 | $150,440-58.5% | $136,294-54.1% | $147,584-57.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.57% | 1049.08%-1025.5pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $13,311 | $5,256+153.3% | $4,695+183.5% | $4,876+173.0% |
| Participant deferral / active EE | $14,392 | $6,630+117.1% | $6,247+130.4% | $5,439+164.6% |
| Admin fee / account holder | $320 | $10,905-97.1% | $9,243-96.5% | $10,885-97.1% |