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 | $45,875 | $202,318-77.3% | $172,739-73.4% | $152,861-70.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.97% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $5,394 | $5,856-7.9% | $5,143+4.9% | $4,762+13.3% |
| Participant deferral / active EE | $8,561 | $5,948+43.9% | $5,198+64.7% | $5,850+46.3% |
| Admin fee / account holder | $638 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |