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 | $177,317 | $158,398+11.9% | $126,539+40.1% | $142,382+24.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 40.27% | 593.76%-553.5pp | 425.95%-385.7pp | 217.08%-176.8pp |
| Employer contribution / active EE | $7,509 | $4,650+61.5% | $3,674+104.4% | $4,299+74.7% |
| Participant deferral / active EE | $15,350 | $4,767+222.0% | $4,083+276.0% | $6,507+135.9% |
| Admin fee / account holder | $539 | $6,918-92.2% | $6,065-91.1% | $12,624-95.7% |