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 | $63,806 | $202,318-68.5% | $172,739-63.1% | $152,861-58.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.20% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,500 | $5,856-40.2% | $5,143-31.9% | $4,762-26.5% |
| Participant deferral / active EE | $9,444 | $5,948+58.8% | $5,198+81.7% | $5,850+61.4% |
| Admin fee / account holder | $834 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |