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 8-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 | $113,128 | $124,281-9.0% | $109,143+3.7% | $167,490-32.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.54% | 26.04%-3.5pp | 25.75%-3.2pp | 478.56%-456.0pp |
| Employer contribution / active EE | $7,248 | $4,207+72.3% | $3,722+94.7% | $4,837+49.8% |
| Participant deferral / active EE | $26,000 | $5,255+394.8% | $4,653+458.8% | $6,341+310.0% |
| Admin fee / account holder | $49,118 | $7,970+516.3% | $6,752+627.4% | $12,309+299.0% |