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 | $199,737 | $176,662+13.1% | $130,648+52.9% | $152,861+30.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 24.03% | 2692.24%-2668.2pp | 1708.96%-1684.9pp | 345.32%-321.3pp |
| Employer contribution / active EE | $5,154 | $5,742-10.2% | $4,092+26.0% | $4,762+8.2% |
| Participant deferral / active EE | $9,579 | $4,361+119.6% | $3,603+165.9% | $5,850+63.7% |
| Admin fee / account holder | $513 | $7,133-92.8% | $5,464-90.6% | $11,596-95.6% |