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 8-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 | $178,396 | $91,190+95.6% | $178,490-0.1% | $79,858+123.4% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 64.45% | 24.19%+40.3pp | 151.07%-86.6pp | 31.71%+32.7pp |
| Employer contribution / active EE | $5,644 | $3,256+73.3% | $5,011+12.6% | $2,471+128.4% |
| Participant deferral / active EE | $7,308 | $3,236+125.8% | $5,202+40.5% | $3,740+95.4% |
| Admin fee / account holder | $20,677 | $6,751+206.3% | $13,984+47.9% | $5,306+289.7% |