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 | $226,773 | $159,901+41.8% | $146,958+54.3% | $145,922+55.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.96% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,040 | $5,286-80.3% | $4,933-78.9% | $4,660-77.7% |
| Participant deferral / active EE | $4,050 | $8,428-51.9% | $8,070-49.8% | $6,688-39.4% |
| Admin fee / account holder | $2,038 | $15,044-86.5% | $12,998-84.3% | $13,397-84.8% |