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 7-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 | $85,250 | $202,318-57.9% | $172,739-50.6% | $152,861-44.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.36% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,342 | $5,856-8.8% | $5,143+3.9% | $4,762+12.2% |
| Participant deferral / active EE | $9,245 | $5,948+55.4% | $5,198+77.9% | $5,850+58.0% |
| Admin fee / account holder | $4,687 | $17,109-72.6% | $13,954-66.4% | $11,596-59.6% |