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 | $62,550 | $202,318-69.1% | $172,739-63.8% | $152,861-59.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.29% | 1029.65%-1016.4pp | 802.84%-789.6pp | 345.32%-332.0pp |
| Employer contribution / active EE | $9,659 | $5,856+64.9% | $5,143+87.8% | $4,762+102.8% |
| Participant deferral / active EE | $5,067 | $5,948-14.8% | $5,198-2.5% | $5,850-13.4% |
| Admin fee / account holder | $5,094 | $17,109-70.2% | $13,954-63.5% | $11,596-56.1% |