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 | $227,334 | $202,318+12.4% | $172,739+31.6% | $152,861+48.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.31% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $6,795 | $5,856+16.0% | $5,143+32.1% | $4,762+42.7% |
| Participant deferral / active EE | $5,513 | $5,948-7.3% | $5,198+6.1% | $5,850-5.8% |
| Admin fee / account holder | $775 | $17,109-95.5% | $13,954-94.4% | $11,596-93.3% |