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 4-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 | $206,087 | $106,515+93.5% | $96,683+113.2% | $139,434+47.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1021.67% | 38.43%+983.2pp | 35.69%+986.0pp | 372.94%+648.7pp |
| Employer contribution / active EE | $3,782 | $4,103-7.8% | $3,737+1.2% | $4,751-20.4% |
| Participant deferral / active EE | $11,894 | $5,454+118.1% | $4,878+143.8% | $6,710+77.2% |
| Admin fee / account holder | $743 | $7,877-90.6% | $6,730-89.0% | $11,403-93.5% |