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 7-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 | $31,166 | $202,318-84.6% | $172,739-82.0% | $152,861-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.18% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $7,894 | $5,856+34.8% | $5,143+53.5% | $4,762+65.8% |
| Participant deferral / active EE | $5,775 | $5,948-2.9% | $5,198+11.1% | $5,850-1.3% |
| Admin fee / account holder | $504 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |