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 9-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 | $117,003 | $202,318-42.2% | $172,739-32.3% | $152,861-23.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.72% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,690 | $5,856-71.1% | $5,143-67.1% | $4,762-64.5% |
| Participant deferral / active EE | $13,130 | $5,948+120.7% | $5,198+152.6% | $5,850+124.4% |
| Admin fee / account holder | $634 | $17,109-96.3% | $13,954-95.5% | $11,596-94.5% |