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 10-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 | $66,642 | $202,318-67.1% | $172,739-61.4% | $152,861-56.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.44% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $8,287 | $5,856+41.5% | $5,143+61.1% | $4,762+74.0% |
| Participant deferral / active EE | $6,701 | $5,948+12.7% | $5,198+28.9% | $5,850+14.5% |
| Admin fee / account holder | $332 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |