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 8-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 | $73,994 | $72,400+2.2% | $67,502+9.6% | $145,922-49.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.24% | 7182.46%-7169.2pp | 3512.12%-3498.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $10,000 | $3,069+225.8% | $2,731+266.2% | $4,660+114.6% |
| Participant deferral / active EE | $10,700 | $4,783+123.7% | $4,000+167.5% | $6,688+60.0% |
| Admin fee / account holder | $535 | $5,539-90.3% | $3,998-86.6% | $13,397-96.0% |