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 | $46,407 | $202,318-77.1% | $172,739-73.1% | $152,861-69.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.40% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $10,631 | $5,856+81.5% | $5,143+106.7% | $4,762+123.2% |
| Participant deferral / active EE | $6,248 | $5,948+5.0% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $749 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |