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 | $105,335 | $150,440-30.0% | $136,294-22.7% | $147,584-28.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.10% | 1049.08%-1037.0pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $9,524 | $5,256+81.2% | $4,695+102.8% | $4,876+95.3% |
| Participant deferral / active EE | $24,110 | $6,630+263.6% | $6,247+285.9% | $5,439+343.3% |
| Admin fee / account holder | $8,601 | $10,905-21.1% | $9,243-6.9% | $10,885-21.0% |