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 | $49,960 | $165,335-69.8% | $149,696-66.6% | $158,922-68.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 64.02% | 348.15%-284.1pp | 276.60%-212.6pp | 302.83%-238.8pp |
| Employer contribution / active EE | $9,500 | $5,103+86.2% | $4,644+104.6% | $4,761+99.5% |
| Participant deferral / active EE | $14,900 | $7,181+107.5% | $6,842+117.8% | $5,982+149.1% |
| Admin fee / account holder | $3,548 | $10,807-67.2% | $9,309-61.9% | $11,246-68.4% |