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 | $159,901-47.3% | $146,958-42.7% | $145,922-42.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.85% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $32,550 | $5,286+515.8% | $4,933+559.9% | $4,660+598.6% |
| Participant deferral / active EE | $25,757 | $8,428+205.6% | $8,070+219.2% | $6,688+285.1% |
| Admin fee / account holder | $232,609 | $15,044+1446.2% | $12,998+1689.6% | $13,397+1636.3% |