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 | $96,937 | $202,318-52.1% | $172,739-43.9% | $152,861-36.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.54% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $9,373 | $5,856+60.1% | $5,143+82.3% | $4,762+96.8% |
| Participant deferral / active EE | $4,083 | $5,948-31.3% | $5,198-21.4% | $5,850-30.2% |
| Admin fee / account holder | $23,827 | $17,109+39.3% | $13,954+70.8% | $11,596+105.5% |