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 6-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 | $214,725 | $183,963+16.7% | $162,163+32.4% | $152,861+40.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 158.11% | 150.76%+7.3pp | 115.59%+42.5pp | 345.32%-187.2pp |
| Employer contribution / active EE | $2,677 | $6,371-58.0% | $5,614-52.3% | $4,762-43.8% |
| Participant deferral / active EE | $10,784 | $8,034+34.2% | $7,298+47.8% | $5,850+84.3% |
| Admin fee / account holder | $89,416 | $13,121+581.4% | $10,843+724.7% | $11,596+671.1% |