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 | $143,527 | $217,402-34.0% | $185,823-22.8% | $167,490-14.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 331.77% | 148.36%+183.4pp | 122.05%+209.7pp | 478.56%-146.8pp |
| Employer contribution / active EE | $10,729 | $5,873+82.7% | $5,167+107.6% | $4,837+121.8% |
| Participant deferral / active EE | $3,250 | $6,356-48.9% | $5,568-41.6% | $6,341-48.7% |
| Admin fee / account holder | $632 | $19,811-96.8% | $16,237-96.1% | $12,309-94.9% |