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 | $148,186 | $165,335-10.4% | $149,696-1.0% | $158,922-6.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 50.86% | 348.15%-297.3pp | 276.60%-225.7pp | 302.83%-252.0pp |
| Employer contribution / active EE | $15,110 | $5,103+196.1% | $4,644+225.3% | $4,761+217.4% |
| Participant deferral / active EE | $8,313 | $7,181+15.8% | $6,842+21.5% | $5,982+39.0% |
| Admin fee / account holder | $17,515 | $10,807+62.1% | $9,309+88.2% | $11,246+55.8% |