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 6-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 | $79,312 | $209,832-62.2% | $189,513-58.1% | $167,490-52.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 140.86% | 748.27%-607.4pp | 555.15%-414.3pp | 478.56%-337.7pp |
| Employer contribution / active EE | $6,136 | $6,914-11.2% | $6,162-0.4% | $4,837+26.8% |
| Participant deferral / active EE | $13,090 | $8,935+46.5% | $8,221+59.2% | $6,341+106.4% |
| Admin fee / account holder | $1,874 | $14,293-86.9% | $12,045-84.4% | $12,309-84.8% |