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 | $138,858 | $175,202-20.7% | $149,673-7.2% | $139,434-0.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 54.51% | 166.71%-112.2pp | 134.42%-79.9pp | 372.94%-318.4pp |
| Employer contribution / active EE | $15,305 | $5,474+179.6% | $4,818+217.7% | $4,751+222.2% |
| Participant deferral / active EE | $6,667 | $6,519+2.3% | $5,680+17.4% | $6,710-0.6% |
| Admin fee / account holder | $1,472 | $16,150-90.9% | $13,210-88.9% | $11,403-87.1% |