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 9-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 | $24,464 | $105,998-76.9% | $92,233-73.5% | $147,584-83.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 123.15% | 50.05%+73.1pp | 176.28%-53.1pp | 578.55%-455.4pp |
| Employer contribution / active EE | $11,354 | $4,333+162.0% | $3,679+208.6% | $4,876+132.8% |
| Participant deferral / active EE | $8,972 | $4,478+100.4% | $3,897+130.3% | $5,439+65.0% |
| Admin fee / account holder | $709 | $6,332-88.8% | $5,194-86.3% | $10,885-93.5% |