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 10-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 | $118,139 | $105,998+11.5% | $92,233+28.1% | $147,584-20.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 118.13% | 50.05%+68.1pp | 176.28%-58.1pp | 578.55%-460.4pp |
| Employer contribution / active EE | $24,833 | $4,333+473.1% | $3,679+574.9% | $4,876+409.3% |
| Participant deferral / active EE | $14,000 | $4,478+212.7% | $3,897+259.3% | $5,439+157.4% |
| Admin fee / account holder | $555 | $6,332-91.2% | $5,194-89.3% | $10,885-94.9% |