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 | $112,381 | $202,318-44.5% | $172,739-34.9% | $152,861-26.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.54% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $8,748 | $5,856+49.4% | $5,143+70.1% | $4,762+83.7% |
| Participant deferral / active EE | $9,925 | $5,948+66.9% | $5,198+91.0% | $5,850+69.7% |
| Admin fee / account holder | $1,219 | $17,109-92.9% | $13,954-91.3% | $11,596-89.5% |