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 | $47,258 | $138,044-65.8% | $125,339-62.3% | $134,475-64.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 71.13% | 750.33%-679.2pp | 572.05%-500.9pp | 417.96%-346.8pp |
| Employer contribution / active EE | $2,481 | $5,243-52.7% | $4,814-48.5% | $4,740-47.6% |
| Participant deferral / active EE | $6,061 | $7,799-22.3% | $7,446-18.6% | $6,400-5.3% |
| Admin fee / account holder | $2,061 | $11,571-82.2% | $10,010-79.4% | $11,426-82.0% |