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 | $113,245 | $148,534-23.8% | $135,903-16.7% | $139,434-18.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 575.94% | 79.19%+496.8pp | 68.23%+507.7pp | 372.94%+203.0pp |
| Employer contribution / active EE | $6,861 | $5,243+30.9% | $4,856+41.3% | $4,751+44.4% |
| Participant deferral / active EE | $18,343 | $8,100+126.5% | $7,758+136.4% | $6,710+173.4% |
| Admin fee / account holder | $843 | $12,400-93.2% | $10,762-92.2% | $11,403-92.6% |