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 | $154,104 | $209,832-26.6% | $189,513-18.7% | $167,490-8.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.14% | 748.27%-736.1pp | 555.15%-543.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $5,296 | $6,914-23.4% | $6,162-14.1% | $4,837+9.5% |
| Participant deferral / active EE | $17,350 | $8,935+94.2% | $8,221+111.0% | $6,341+173.6% |
| Admin fee / account holder | $958 | $14,293-93.3% | $12,045-92.0% | $12,309-92.2% |