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 | $97,101 | $210,648-53.9% | $177,989-45.4% | $145,922-33.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.36% | 385.86%-377.5pp | 294.48%-286.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $5,179 | $4,565+13.5% | $3,949+31.2% | $4,660+11.1% |
| Participant deferral / active EE | $8,750 | $6,958+25.8% | $6,276+39.4% | $6,688+30.8% |
| Admin fee / account holder | $4,059 | $12,013-66.2% | $10,363-60.8% | $13,397-69.7% |