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 | $197,177 | $198,466-0.6% | $170,442+15.7% | $147,584+33.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 452.64% | 257.29%+195.3pp | 205.93%+246.7pp | 578.55%-125.9pp |
| Employer contribution / active EE | $15,486 | $6,184+150.4% | $5,433+185.1% | $4,876+217.6% |
| Participant deferral / active EE | $7,872 | $5,629+39.8% | $4,939+59.4% | $5,439+44.7% |
| Admin fee / account holder | $952 | $16,852-94.3% | $13,880-93.1% | $10,885-91.3% |