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 | $134,904 | $183,963-26.7% | $162,163-16.8% | $152,861-11.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.57% | 150.76%-134.2pp | 115.59%-99.0pp | 345.32%-328.8pp |
| Employer contribution / active EE | $16,750 | $6,371+162.9% | $5,614+198.4% | $4,762+251.7% |
| Participant deferral / active EE | $15,250 | $8,034+89.8% | $7,298+109.0% | $5,850+160.7% |
| Admin fee / account holder | $31,817 | $13,121+142.5% | $10,843+193.4% | $11,596+174.4% |