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 | $129,298 | $202,318-36.1% | $172,739-25.1% | $152,861-15.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.24% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $6,099 | $5,856+4.2% | $5,143+18.6% | $4,762+28.1% |
| Participant deferral / active EE | $4,458 | $5,948-25.1% | $5,198-14.2% | $5,850-23.8% |
| Admin fee / account holder | $729 | $17,109-95.7% | $13,954-94.8% | $11,596-93.7% |