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 6-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 | $200,761 | $159,901+25.6% | $146,958+36.6% | $145,922+37.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.11% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.2pp |
| Employer contribution / active EE | $5,173 | $5,286-2.1% | $4,933+4.9% | $4,660+11.0% |
| Participant deferral / active EE | $21,144 | $8,428+150.9% | $8,070+162.0% | $6,688+216.2% |
| Admin fee / account holder | $534 | $15,044-96.5% | $12,998-95.9% | $13,397-96.0% |