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 | $84,266 | $159,934-47.3% | $147,005-42.7% | $145,959-42.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.85% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $32,550 | $5,287+515.6% | $4,934+559.7% | $4,661+598.4% |
| Participant deferral / active EE | $25,757 | $8,427+205.6% | $8,070+219.2% | $6,689+285.1% |
| Admin fee / account holder | $232,609 | $15,053+1445.2% | $13,006+1688.4% | $13,398+1636.2% |