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 | $141,145 | $226,064-37.6% | $182,532-22.7% | $152,861-7.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 112.58% | 192.51%-79.9pp | 148.54%-36.0pp | 345.32%-232.7pp |
| Employer contribution / active EE | $31,000 | $4,978+522.7% | $4,076+660.5% | $4,762+550.9% |
| Participant deferral / active EE | $22,000 | $6,368+245.5% | $5,524+298.2% | $5,850+276.1% |
| Admin fee / account holder | $1,320 | $10,703-87.7% | $8,592-84.6% | $11,596-88.6% |