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 3-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 | $51,150 | $148,534-65.6% | $135,903-62.4% | $139,434-63.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 188.35% | 79.19%+109.2pp | 68.23%+120.1pp | 372.94%-184.6pp |
| Employer contribution / active EE | $11,981 | $5,243+128.5% | $4,856+146.7% | $4,751+152.2% |
| Participant deferral / active EE | $6,903 | $8,100-14.8% | $7,758-11.0% | $6,710+2.9% |
| Admin fee / account holder | $926 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |