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 | $145,868 | $169,032-13.7% | $129,207+12.9% | $145,9220% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.21% | 14330.11%-14320.9pp | 9417.33%-9408.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $22,000 | $5,537+297.4% | $4,153+429.7% | $4,660+372.1% |
| Participant deferral / active EE | $7,667 | $4,987+53.7% | $4,168+84.0% | $6,688+14.6% |
| Admin fee / account holder | $908 | $9,954-90.9% | $7,715-88.2% | $13,397-93.2% |