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 | $212,563 | $159,901+32.9% | $146,958+44.6% | $145,922+45.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.91% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $9,564 | $5,286+80.9% | $4,933+93.9% | $4,660+105.2% |
| Participant deferral / active EE | $17,474 | $8,428+107.3% | $8,070+116.5% | $6,688+161.3% |
| Admin fee / account holder | $33,093 | $15,044+120.0% | $12,998+154.6% | $13,397+147.0% |