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 | $81,487 | $150,440-45.8% | $136,294-40.2% | $147,584-44.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.14% | 1049.08%-1025.9pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $17,812 | $5,256+238.9% | $4,695+279.3% | $4,876+265.3% |
| Participant deferral / active EE | $11,248 | $6,630+69.6% | $6,247+80.0% | $5,439+106.8% |
| Admin fee / account holder | $390,867 | $10,905+3484.2% | $9,243+4128.6% | $10,885+3490.8% |