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 | $55,695 | $202,318-72.5% | $172,739-67.8% | $152,861-63.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.03% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $10,416 | $5,856+77.9% | $5,143+102.5% | $4,762+118.7% |
| Participant deferral / active EE | $6,615 | $5,948+11.2% | $5,198+27.3% | $5,850+13.1% |
| Admin fee / account holder | $3,735 | $17,109-78.2% | $13,954-73.2% | $11,596-67.8% |