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 | $160,292 | $190,805-16.0% | $159,960+0.2% | $134,475+19.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1.51% | 552.23%-550.7pp | 408.60%-407.1pp | 417.96%-416.5pp |
| Employer contribution / active EE | $12,498 | $4,995+150.2% | $4,226+195.8% | $4,740+163.7% |
| Participant deferral / active EE | $11,733 | $6,923+69.5% | $6,182+89.8% | $6,400+83.3% |
| Admin fee / account holder | $5,312 | $10,471-49.3% | $8,698-38.9% | $11,426-53.5% |