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 | $84,476 | $202,318-58.2% | $172,739-51.1% | $152,861-44.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.63% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $9,313 | $5,856+59.0% | $5,143+81.1% | $4,762+95.6% |
| Participant deferral / active EE | $8,082 | $5,948+35.9% | $5,198+55.5% | $5,850+38.1% |
| Admin fee / account holder | $18,563 | $17,109+8.5% | $13,954+33.0% | $11,596+60.1% |