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 | $111,700 | $100,852+10.8% | $90,404+23.6% | $158,922-29.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.62% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,079 | $3,689-16.5% | $3,262-5.6% | $4,761-35.3% |
| Participant deferral / active EE | $12,693 | $4,348+191.9% | $3,963+220.3% | $5,982+112.2% |
| Admin fee / account holder | $16,250 | $6,501+150.0% | $5,611+189.6% | $11,246+44.5% |