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 8-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 | $38,542 | $202,318-80.9% | $172,739-77.7% | $152,861-74.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.55% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $10,477 | $5,856+78.9% | $5,143+103.7% | $4,762+120.0% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,850+88.0% |
| Admin fee / account holder | $571 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |