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 3-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 | $110,244 | $185,822-40.7% | $169,993-35.1% | $139,434-20.9% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 549.76% | 60.50%+489.3pp | 53.37%+496.4pp | 372.94%+176.8pp |
| Employer contribution / active EE | $12,772 | $7,590+68.3% | $6,785+88.2% | $4,751+168.8% |
| Participant deferral / active EE | $17,488 | $11,622+50.5% | $10,408+68.0% | $6,710+160.6% |
| Admin fee / account holder | $752 | $15,381-95.1% | $12,815-94.1% | $11,403-93.4% |