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 | $74,705 | $48,795+53.1% | $65,493+14.1% | $84,808-11.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 17.50% | 20.20%-2.7pp | 982.45%-964.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $7,160 | $1,930+271.1% | $2,574+178.2% | $2,631+172.2% |
| Participant deferral / active EE | $5,666 | $2,928+93.5% | $3,961+43.0% | $4,212+34.5% |
| Admin fee / account holder | $15,928 | $3,877+310.8% | $5,028+216.8% | $7,344+116.9% |