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 | $142,178 | $159,901-11.1% | $146,958-3.3% | $145,922-2.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 102.17% | 98.13%+4.0pp | 418.34%-316.2pp | 561.29%-459.1pp |
| Employer contribution / active EE | $18,822 | $5,286+256.1% | $4,933+281.6% | $4,660+303.9% |
| Participant deferral / active EE | $17,394 | $8,428+106.4% | $8,070+115.5% | $6,688+160.1% |
| Admin fee / account holder | $762 | $15,044-94.9% | $12,998-94.1% | $13,397-94.3% |