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 9-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 | $207,340 | $210,648-1.6% | $177,989+16.5% | $145,922+42.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.52% | 385.86%-367.3pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $4,885 | $4,565+7.0% | $3,949+23.7% | $4,660+4.8% |
| Participant deferral / active EE | $6,992 | $6,958+0.5% | $6,276+11.4% | $6,688+4.6% |
| Admin fee / account holder | $644 | $12,013-94.6% | $10,363-93.8% | $13,397-95.2% |