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 | $236,180 | $209,832+12.6% | $189,513+24.6% | $167,490+41.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.07% | 748.27%-725.2pp | 555.15%-532.1pp | 478.56%-455.5pp |
| Employer contribution / active EE | $39,176 | $6,914+466.6% | $6,162+535.8% | $4,837+709.8% |
| Participant deferral / active EE | $26,000 | $8,935+191.0% | $8,221+216.3% | $6,341+310.0% |
| Admin fee / account holder | $771 | $14,293-94.6% | $12,045-93.6% | $12,309-93.7% |