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 | $143,332 | $209,832-31.7% | $189,513-24.4% | $167,490-14.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 34.39% | 748.27%-713.9pp | 555.15%-520.8pp | 478.56%-444.2pp |
| Employer contribution / active EE | $16,209 | $6,914+134.5% | $6,162+163.1% | $4,837+235.1% |
| Participant deferral / active EE | $22,050 | $8,935+146.8% | $8,221+168.2% | $6,341+247.7% |
| Admin fee / account holder | $18,502 | $14,293+29.4% | $12,045+53.6% | $12,309+50.3% |