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 | $70,045 | $202,318-65.4% | $172,739-59.5% | $152,861-54.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.67% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $5,558 | $5,856-5.1% | $5,143+8.1% | $4,762+16.7% |
| Participant deferral / active EE | $2,477 | $5,948-58.4% | $5,198-52.4% | $5,850-57.7% |
| Admin fee / account holder | $5,514 | $17,109-67.8% | $13,954-60.5% | $11,596-52.4% |