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 | $229,717 | $180,449+27.3% | $154,107+49.1% | $135,375+69.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 16.06% | 888.09%-872.0pp | 735.12%-719.1pp | 519.73%-503.7pp |
| Employer contribution / active EE | $4,089 | $6,035-32.2% | $5,298-22.8% | $4,779-14.4% |
| Participant deferral / active EE | $5,956 | $5,806+2.6% | $5,081+17.2% | $5,609+6.2% |
| Admin fee / account holder | $2,164 | $16,143-86.6% | $13,411-83.9% | $10,827-80.0% |