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 | $105,123 | $109,327-3.8% | $89,391+17.6% | $158,922-33.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 59.46% | 345.68%-286.2pp | 245.62%-186.2pp | 302.83%-243.4pp |
| Employer contribution / active EE | $2,470 | $3,170-22.1% | $2,586-4.5% | $4,761-48.1% |
| Participant deferral / active EE | $15,795 | $4,598+243.5% | $3,890+306.0% | $5,982+164.0% |
| Admin fee / account holder | $1,977 | $6,153-67.9% | $4,881-59.5% | $11,246-82.4% |