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 | $189,432 | $159,901+18.5% | $146,958+28.9% | $145,922+29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.12% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,759 | $5,286-47.8% | $4,933-44.1% | $4,660-40.8% |
| Participant deferral / active EE | $16,991 | $8,428+101.6% | $8,070+110.5% | $6,688+154.1% |
| Admin fee / account holder | $656 | $15,044-95.6% | $12,998-95.0% | $13,397-95.1% |