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 | $239,919 | $159,901+50.0% | $146,958+63.3% | $145,922+64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $15,791 | $5,286+198.7% | $4,933+220.1% | $4,660+238.9% |
| Participant deferral / active EE | $11,838 | $8,428+40.5% | $8,070+46.7% | $6,688+77.0% |
| Admin fee / account holder | $7,966 | $15,044-47.0% | $12,998-38.7% | $13,397-40.5% |