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 4-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 | $172,756 | $210,648-18.0% | $177,989-2.9% | $145,922+18.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 40.68% | 385.86%-345.2pp | 294.48%-253.8pp | 561.29%-520.6pp |
| Employer contribution / active EE | $35,283 | $4,565+673.0% | $3,949+793.5% | $4,660+657.2% |
| Participant deferral / active EE | $20,252 | $6,958+191.1% | $6,276+222.7% | $6,688+202.8% |
| Admin fee / account holder | $1,909 | $12,013-84.1% | $10,363-81.6% | $13,397-85.8% |