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 | $100,870 | $65,409+54.2% | $98,442+2.5% | $85,850+17.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.79% | 21.76%-7.0pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,874 | $2,168+78.7% | $2,960+30.9% | $2,565+51.0% |
| Participant deferral / active EE | $8,793 | $3,166+177.7% | $4,276+105.6% | $3,952+122.5% |
| Admin fee / account holder | $21,564 | $4,593+369.5% | $5,949+262.5% | $6,260+244.5% |