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 | $131,038 | $202,318-35.2% | $172,739-24.1% | $152,861-14.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.76% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $13,236 | $5,856+126.0% | $5,143+157.4% | $4,762+177.9% |
| Participant deferral / active EE | $6,966 | $5,948+17.1% | $5,198+34.0% | $5,850+19.1% |
| Admin fee / account holder | $3,357 | $17,109-80.4% | $13,954-75.9% | $11,596-71.1% |