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 | $59,369 | $202,318-70.7% | $172,739-65.6% | $152,861-61.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.57% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $9,944 | $5,856+69.8% | $5,143+93.4% | $4,762+108.8% |
| Participant deferral / active EE | $4,997 | $5,948-16.0% | $5,198-3.9% | $5,850-14.6% |
| Admin fee / account holder | $1,511 | $17,109-91.2% | $13,954-89.2% | $11,596-87.0% |