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 | $102,094 | $159,901-36.2% | $146,958-30.5% | $145,922-30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.08% | 98.13%-61.1pp | 418.34%-381.3pp | 561.29%-524.2pp |
| Employer contribution / active EE | $6,083 | $5,286+15.1% | $4,933+23.3% | $4,660+30.5% |
| Participant deferral / active EE | $20,197 | $8,428+139.6% | $8,070+150.3% | $6,688+202.0% |
| Admin fee / account holder | $436 | $15,044-97.1% | $12,998-96.6% | $13,397-96.7% |