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 | $71,257 | $124,185-42.6% | $108,410-34.3% | $167,490-57.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.95% | 1379.64%-1359.7pp | 905.27%-885.3pp | 478.56%-458.6pp |
| Employer contribution / active EE | $6,716 | $4,187+60.4% | $3,558+88.8% | $4,837+38.8% |
| Participant deferral / active EE | $10,092 | $6,908+46.1% | $6,563+53.8% | $6,341+59.1% |
| Admin fee / account holder | $3,686 | $9,455-61.0% | $7,295-49.5% | $12,309-70.1% |