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 | $237,384 | $118,849+99.7% | $96,562+145.8% | $167,490+41.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 45.75% | 50.49%-4.7pp | 37.78%+8.0pp | 478.56%-432.8pp |
| Employer contribution / active EE | $2,588 | $3,120-17.0% | $2,356+9.8% | $4,837-46.5% |
| Participant deferral / active EE | $6,930 | $4,616+50.1% | $3,849+80.1% | $6,341+9.3% |
| Admin fee / account holder | $1,804 | $8,065-77.6% | $6,181-70.8% | $12,309-85.3% |