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 | $65,994 | $103,376-36.2% | $87,100-24.2% | $152,861-56.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 278.21% | 28.10%+250.1pp | 28.19%+250.0pp | 345.32%-67.1pp |
| Employer contribution / active EE | $20,480 | $3,220+535.9% | $2,521+712.3% | $4,762+330.0% |
| Participant deferral / active EE | $8,874 | $4,778+85.7% | $4,049+119.2% | $5,850+51.7% |
| Admin fee / account holder | $1,014 | $12,205-91.7% | $7,497-86.5% | $11,596-91.3% |