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 | $87,488 | $202,318-56.8% | $172,739-49.4% | $152,861-42.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.09% | 1029.65%-1013.6pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $14,314 | $5,856+144.4% | $5,143+178.3% | $4,762+200.6% |
| Participant deferral / active EE | $9,167 | $5,948+54.1% | $5,198+76.4% | $5,850+56.7% |
| Admin fee / account holder | $496 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |