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 5-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 | $28,288 | $138,044-79.5% | $125,339-77.4% | $134,475-79.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 225.56% | 750.33%-524.8pp | 572.05%-346.5pp | 417.96%-192.4pp |
| Employer contribution / active EE | $14,734 | $5,243+181.0% | $4,814+206.1% | $4,740+210.9% |
| Participant deferral / active EE | $12,417 | $7,799+59.2% | $7,446+66.7% | $6,400+94.0% |
| Admin fee / account holder | $289,243 | $11,571+2399.7% | $10,010+2789.7% | $11,426+2431.5% |