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 | $112,457 | $97,757+15.0% | $83,848+34.1% | $135,375-16.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 929.44% | 1287.37%-357.9pp | 850.88%+78.6pp | 519.73%+409.7pp |
| Employer contribution / active EE | $1,916 | $4,222-54.6% | $3,631-47.2% | $4,779-59.9% |
| Participant deferral / active EE | $4,279 | $4,682-8.6% | $4,082+4.8% | $5,609-23.7% |
| Admin fee / account holder | $1,017 | $6,674-84.8% | $5,478-81.4% | $10,827-90.6% |