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 | $30,939 | $159,901-80.7% | $146,958-78.9% | $145,922-78.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.17% | 98.13%-75.0pp | 418.34%-395.2pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,737 | $5,286-48.2% | $4,933-44.5% | $4,660-41.3% |
| Participant deferral / active EE | $20,338 | $8,428+141.3% | $8,070+152.0% | $6,688+204.1% |
| Admin fee / account holder | $938,810 | $15,044+6140.5% | $12,998+7122.7% | $13,397+6907.6% |