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 3-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 | $192,354 | $202,318-4.9% | $172,739+11.4% | $152,861+25.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.08% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.2pp |
| Employer contribution / active EE | $34,750 | $5,856+493.4% | $5,143+575.7% | $4,762+629.7% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,850+224.8% |
| Admin fee / account holder | $2,276 | $17,109-86.7% | $13,954-83.7% | $11,596-80.4% |