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 | $62,359 | $88,751-29.7% | $81,812-23.8% | $145,922-57.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 34.49% | 1025.40%-990.9pp | 773.79%-739.3pp | 561.29%-526.8pp |
| Employer contribution / active EE | $4,264 | $3,083+38.3% | $2,912+46.4% | $4,660-8.5% |
| Participant deferral / active EE | $7,717 | $4,643+66.2% | $4,319+78.7% | $6,688+15.4% |
| Admin fee / account holder | $3,831 | $8,415-54.5% | $7,386-48.1% | $13,397-71.4% |