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 | $154,940 | $175,202-11.6% | $149,673+3.5% | $139,434+11.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.89% | 166.71%-127.8pp | 134.42%-95.5pp | 372.94%-334.0pp |
| Employer contribution / active EE | $4,134 | $5,474-24.5% | $4,818-14.2% | $4,751-13.0% |
| Participant deferral / active EE | $14,000 | $6,519+114.8% | $5,680+146.5% | $6,710+108.6% |
| Admin fee / account holder | $113,350 | $16,150+601.8% | $13,210+758.1% | $11,403+894.1% |