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 | $37,982 | $110,809-65.7% | $86,874-56.3% | $167,490-77.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 134.41% | 116.98%+17.4pp | 63.52%+70.9pp | 478.56%-344.1pp |
| Employer contribution / active EE | $4,902 | $3,244+51.1% | $2,495+96.5% | $4,837+1.3% |
| Participant deferral / active EE | $10,853 | $4,546+138.7% | $3,699+193.4% | $6,341+71.2% |
| Admin fee / account holder | $3,266 | $8,415-61.2% | $5,828-44.0% | $12,309-73.5% |