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 | $94,166 | $226,064-58.3% | $182,532-48.4% | $152,861-38.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 146.69% | 192.51%-45.8pp | 148.54%-1.8pp | 345.32%-198.6pp |
| Employer contribution / active EE | $13,634 | $4,978+173.9% | $4,076+234.5% | $4,762+186.3% |
| Participant deferral / active EE | $13,785 | $6,368+116.5% | $5,524+149.5% | $5,850+135.6% |
| Admin fee / account holder | $674 | $10,703-93.7% | $8,592-92.2% | $11,596-94.2% |