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 | $79,697 | $202,318-60.6% | $172,739-53.9% | $152,861-47.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.98% | 1029.65%-1006.7pp | 802.84%-779.9pp | 345.32%-322.3pp |
| Employer contribution / active EE | $11,608 | $5,856+98.2% | $5,143+125.7% | $4,762+143.7% |
| Participant deferral / active EE | $7,502 | $5,948+26.1% | $5,198+44.3% | $5,850+28.2% |
| Admin fee / account holder | $394 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |