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 | $113,623 | $202,318-43.8% | $172,739-34.2% | $152,861-25.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.03% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $22,250 | $5,856+280.0% | $5,143+332.6% | $4,762+367.2% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,850+276.1% |
| Admin fee / account holder | $733 | $17,109-95.7% | $13,954-94.7% | $11,596-93.7% |