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 | $132,562 | $176,662-25.0% | $130,648+1.5% | $152,861-13.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.28% | 2692.24%-2669.0pp | 1708.96%-1685.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $29,368 | $5,742+411.5% | $4,092+617.7% | $4,762+516.7% |
| Participant deferral / active EE | $18,907 | $4,361+333.5% | $3,603+424.8% | $5,850+223.2% |
| Admin fee / account holder | $4,402 | $7,133-38.3% | $5,464-19.4% | $11,596-62.0% |