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 | $103,925 | $96,305+7.9% | $80,569+29.0% | $139,434-25.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.72% | 1350.08%-1336.4pp | 935.43%-921.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $4,497 | $3,262+37.8% | $2,723+65.1% | $4,751-5.4% |
| Participant deferral / active EE | $10,204 | $5,232+95.0% | $4,447+129.4% | $6,710+52.1% |
| Admin fee / account holder | $18,116 | $6,599+174.5% | $5,377+236.9% | $11,403+58.9% |