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 7-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 | $140,584 | $209,832-33.0% | $189,513-25.8% | $167,490-16.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 29.21% | 748.27%-719.1pp | 555.15%-525.9pp | 478.56%-449.3pp |
| Employer contribution / active EE | $14,387 | $6,914+108.1% | $6,162+133.5% | $4,837+197.4% |
| Participant deferral / active EE | $14,687 | $8,935+64.4% | $8,221+78.7% | $6,341+131.6% |
| Admin fee / account holder | $449 | $14,293-96.9% | $12,045-96.3% | $12,309-96.4% |