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 | $43,626 | $202,318-78.4% | $172,739-74.7% | $152,861-71.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.77% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.5pp |
| Employer contribution / active EE | $10,173 | $5,856+73.7% | $5,143+97.8% | $4,762+113.6% |
| Participant deferral / active EE | $8,628 | $5,948+45.1% | $5,198+66.0% | $5,850+47.5% |
| Admin fee / account holder | $74,156 | $17,109+333.4% | $13,954+431.4% | $11,596+539.5% |