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 | $87,764 | $202,318-56.6% | $172,739-49.2% | $152,861-42.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.88% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.4pp |
| Employer contribution / active EE | $12,739 | $5,856+117.5% | $5,143+147.7% | $4,762+167.5% |
| Participant deferral / active EE | $5,519 | $5,948-7.2% | $5,198+6.2% | $5,850-5.7% |
| Admin fee / account holder | $706 | $17,109-95.9% | $13,954-94.9% | $11,596-93.9% |