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 | $76,939 | $135,635-43.3% | $110,238-30.2% | $135,375-43.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 65.30% | 513.19%-447.9pp | 314.74%-249.4pp | 519.73%-454.4pp |
| Employer contribution / active EE | $15,296 | $4,906+211.8% | $3,826+299.7% | $4,779+220.1% |
| Participant deferral / active EE | $18,500 | $5,506+236.0% | $4,672+296.0% | $5,609+229.8% |
| Admin fee / account holder | $550 | $11,457-95.2% | $8,547-93.6% | $10,827-94.9% |