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 | $86,038 | $202,318-57.5% | $172,739-50.2% | $152,861-43.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.48% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $13,761 | $5,856+135.0% | $5,143+167.6% | $4,762+189.0% |
| Participant deferral / active EE | $20,454 | $5,948+243.9% | $5,198+293.5% | $5,850+249.6% |
| Admin fee / account holder | $676 | $17,109-96.0% | $13,954-95.2% | $11,596-94.2% |