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 | $123,356 | $133,922-7.9% | $116,228+6.1% | $142,382-13.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 32.36% | 147.76%-115.4pp | 90.06%-57.7pp | 217.08%-184.7pp |
| Employer contribution / active EE | $5,480 | $3,446+59.0% | $2,994+83.0% | $4,299+27.5% |
| Participant deferral / active EE | $10,537 | $5,672+85.8% | $4,953+112.7% | $6,507+61.9% |
| Admin fee / account holder | $13,052 | $14,945-12.7% | $11,989+8.9% | $12,624+3.4% |