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 | $107,450 | $100,852+6.5% | $90,404+18.9% | $158,922-32.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 42.45% | 1724.20%-1681.8pp | 1293.02%-1250.6pp | 302.83%-260.4pp |
| Employer contribution / active EE | $21,897 | $3,689+493.7% | $3,262+571.3% | $4,761+359.9% |
| Participant deferral / active EE | $19,500 | $4,348+348.5% | $3,963+392.0% | $5,982+226.0% |
| Admin fee / account holder | $476 | $6,501-92.7% | $5,611-91.5% | $11,246-95.8% |