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 7-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 | $166,990 | $159,901+4.4% | $146,958+13.6% | $145,922+14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.41% | 98.13%-72.7pp | 418.34%-392.9pp | 561.29%-535.9pp |
| Employer contribution / active EE | $32,447 | $5,286+513.8% | $4,933+557.8% | $4,660+596.4% |
| Participant deferral / active EE | $15,239 | $8,428+80.8% | $8,070+88.8% | $6,688+127.9% |
| Admin fee / account holder | $385 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |