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 | $58,550 | $202,318-71.1% | $172,739-66.1% | $152,861-61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.77% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $18,339 | $5,856+213.2% | $5,143+256.6% | $4,762+285.1% |
| Participant deferral / active EE | $8,927 | $5,948+50.1% | $5,198+71.8% | $5,850+52.6% |
| Admin fee / account holder | $598 | $17,109-96.5% | $13,954-95.7% | $11,596-94.8% |