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 | $92,880 | $183,963-49.5% | $162,163-42.7% | $152,861-39.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.99% | 150.76%-127.8pp | 115.59%-92.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $11,760 | $6,371+84.6% | $5,614+109.5% | $4,762+146.9% |
| Participant deferral / active EE | $14,667 | $8,034+82.6% | $7,298+101.0% | $5,850+150.7% |
| Admin fee / account holder | $689 | $13,121-94.7% | $10,843-93.6% | $11,596-94.1% |