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 | $146,291 | $210,698-30.6% | $178,014-17.8% | $145,959+0.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.10% | 386.27%-369.2pp | 294.80%-277.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $4,679 | $4,567+2.4% | $3,950+18.4% | $4,661+0.4% |
| Participant deferral / active EE | $17,964 | $6,958+158.2% | $6,276+186.2% | $6,689+168.6% |
| Admin fee / account holder | $50,013 | $12,016+316.2% | $10,362+382.7% | $13,398+273.3% |