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 | $175,170 | $138,044+26.9% | $125,339+39.8% | $134,475+30.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.19% | 750.33%-749.1pp | 572.05%-570.9pp | 417.96%-416.8pp |
| Employer contribution / active EE | $83,000 | $5,243+1483.0% | $4,814+1624.3% | $4,740+1651.2% |
| Participant deferral / active EE | $10,580 | $7,799+35.7% | $7,446+42.1% | $6,400+65.3% |
| Admin fee / account holder | $1,313 | $11,571-88.7% | $10,010-86.9% | $11,426-88.5% |