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 | $248,493 | $202,318+22.8% | $172,739+43.9% | $152,861+62.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.38% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $5,052 | $5,856-13.7% | $5,143-1.8% | $4,762+6.1% |
| Participant deferral / active EE | $8,082 | $5,948+35.9% | $5,198+55.5% | $5,850+38.2% |
| Admin fee / account holder | $23,761 | $17,109+38.9% | $13,954+70.3% | $11,596+104.9% |