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 | $143,657 | $202,318-29.0% | $172,739-16.8% | $152,861-6.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.28% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $15,573 | $5,856+165.9% | $5,143+202.8% | $4,762+227.0% |
| Participant deferral / active EE | $8,800 | $5,948+47.9% | $5,198+69.3% | $5,850+50.4% |
| Admin fee / account holder | $852 | $17,109-95.0% | $13,954-93.9% | $11,596-92.7% |