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 | $196,619 | $157,256+25.0% | $141,162+39.3% | $152,861+28.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 112.39% | 64.32%+48.1pp | 71.39%+41.0pp | 345.32%-232.9pp |
| Employer contribution / active EE | $25,559 | $5,261+385.8% | $4,735+439.8% | $4,762+436.7% |
| Participant deferral / active EE | $17,133 | $7,109+141.0% | $6,709+155.4% | $5,850+192.9% |
| Admin fee / account holder | $512,588 | $12,120+4129.2% | $10,261+4895.4% | $11,596+4320.2% |