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 | $112,268 | $96,305+16.6% | $80,569+39.3% | $139,434-19.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.73% | 1350.08%-1332.4pp | 935.43%-917.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,288 | $3,262+31.4% | $2,723+57.4% | $4,751-9.7% |
| Participant deferral / active EE | $10,065 | $5,232+92.4% | $4,447+126.3% | $6,710+50.0% |
| Admin fee / account holder | $25,818 | $6,599+291.3% | $5,377+380.1% | $11,403+126.4% |