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 | $65,449 | $138,044-52.6% | $125,339-47.8% | $134,475-51.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.52% | 750.33%-743.8pp | 572.05%-565.5pp | 417.96%-411.4pp |
| Employer contribution / active EE | $3,614 | $5,243-31.1% | $4,814-24.9% | $4,740-23.8% |
| Participant deferral / active EE | $15,602 | $7,799+100.1% | $7,446+109.5% | $6,400+143.8% |
| Admin fee / account holder | $1,777 | $11,571-84.6% | $10,010-82.2% | $11,426-84.4% |