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 | $37,132 | $202,318-81.6% | $172,739-78.5% | $152,861-75.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.58% | 1029.65%-1001.1pp | 802.84%-774.3pp | 345.32%-316.7pp |
| Employer contribution / active EE | $4,282 | $5,856-26.9% | $5,143-16.7% | $4,762-10.1% |
| Participant deferral / active EE | $5,018 | $5,948-15.6% | $5,198-3.5% | $5,850-14.2% |
| Admin fee / account holder | $504 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |