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 | $238,517 | $176,056+35.5% | $159,436+49.6% | $167,490+42.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.23% | 331.75%-309.5pp | 263.57%-241.3pp | 478.56%-456.3pp |
| Employer contribution / active EE | $8,526 | $5,297+61.0% | $4,829+76.5% | $4,837+76.3% |
| Participant deferral / active EE | $8,910 | $7,750+15.0% | $7,352+21.2% | $6,341+40.5% |
| Admin fee / account holder | $51,602 | $12,554+311.0% | $10,799+377.9% | $12,309+319.2% |