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 9-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 | $112,650 | $209,832-46.3% | $189,513-40.6% | $167,490-32.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.84% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $5,329 | $6,914-22.9% | $6,162-13.5% | $4,837+10.2% |
| Participant deferral / active EE | $9,643 | $8,935+7.9% | $8,221+17.3% | $6,341+52.1% |
| Admin fee / account holder | $3,182 | $14,293-77.7% | $12,045-73.6% | $12,309-74.2% |