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 6-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 | $63,615 | $217,402-70.7% | $185,823-65.8% | $167,490-62.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.42% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $10,416 | $5,873+77.3% | $5,167+101.6% | $4,837+115.3% |
| Participant deferral / active EE | $5,377 | $6,356-15.4% | $5,568-3.4% | $6,341-15.2% |
| Admin fee / account holder | $331 | $19,811-98.3% | $16,237-98.0% | $12,309-97.3% |