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 | $93,923 | $202,318-53.6% | $172,739-45.6% | $152,861-38.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.06% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $16,558 | $5,856+182.8% | $5,143+222.0% | $4,762+247.7% |
| Participant deferral / active EE | $11,345 | $5,948+90.7% | $5,198+118.3% | $5,850+93.9% |
| Admin fee / account holder | $696 | $17,109-95.9% | $13,954-95.0% | $11,596-94.0% |