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 | $132,931 | $202,318-34.3% | $172,739-23.0% | $152,861-13.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 100.04% | 1029.65%-929.6pp | 802.84%-702.8pp | 345.32%-245.3pp |
| Employer contribution / active EE | $2,565 | $5,856-56.2% | $5,143-50.1% | $4,762-46.1% |
| Participant deferral / active EE | $5,275 | $5,948-11.3% | $5,198+1.5% | $5,850-9.8% |
| Admin fee / account holder | $332 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |