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 | $77,067 | $202,318-61.9% | $172,739-55.4% | $152,861-49.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.39% | 1029.65%-1000.3pp | 802.84%-773.5pp | 345.32%-315.9pp |
| Employer contribution / active EE | $18,836 | $5,856+221.6% | $5,143+266.2% | $4,762+295.5% |
| Participant deferral / active EE | $6,672 | $5,948+12.2% | $5,198+28.4% | $5,850+14.0% |
| Admin fee / account holder | $553 | $17,109-96.8% | $13,954-96.0% | $11,596-95.2% |