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 | $160,170 | $202,318-20.8% | $172,739-7.3% | $152,861+4.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.37% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $7,236 | $5,856+23.6% | $5,143+40.7% | $4,762+51.9% |
| Participant deferral / active EE | $5,443 | $5,948-8.5% | $5,198+4.7% | $5,850-7.0% |
| Admin fee / account holder | $5,532 | $17,109-67.7% | $13,954-60.4% | $11,596-52.3% |