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 | $123,637 | $202,318-38.9% | $172,739-28.4% | $152,861-19.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.38% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-328.9pp |
| Employer contribution / active EE | $13,266 | $5,856+126.5% | $5,143+158.0% | $4,762+178.6% |
| Participant deferral / active EE | $11,500 | $5,948+93.3% | $5,198+121.3% | $5,850+96.6% |
| Admin fee / account holder | $3,064 | $17,109-82.1% | $13,954-78.0% | $11,596-73.6% |