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 10-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 | $127,080 | $150,440-15.5% | $136,294-6.8% | $147,584-13.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1212.06% | 1049.08%+163.0pp | 5155.94%-3943.9pp | 578.55%+633.5pp |
| Employer contribution / active EE | $32,626 | $5,256+520.7% | $4,695+594.8% | $4,876+569.1% |
| Participant deferral / active EE | $7,885 | $6,630+18.9% | $6,247+26.2% | $5,439+45.0% |
| Admin fee / account holder | $703 | $10,905-93.6% | $9,243-92.4% | $10,885-93.5% |