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 4-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 | $233,960 | $202,432+15.6% | $169,368+38.1% | $139,434+67.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 43.19% | 531.74%-488.5pp | 405.60%-362.4pp | 372.94%-329.8pp |
| Employer contribution / active EE | $17,883 | $4,692+281.1% | $4,013+345.7% | $4,751+276.4% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,125 | $10,708-70.8% | $9,003-65.3% | $11,403-72.6% |