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 | $64,910 | $202,318-67.9% | $172,739-62.4% | $152,861-57.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.23% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $8,000 | $5,856+36.6% | $5,143+55.6% | $4,762+68.0% |
| Participant deferral / active EE | $10,045 | $5,948+68.9% | $5,198+93.3% | $5,850+71.7% |
| Admin fee / account holder | $698 | $17,109-95.9% | $13,954-95.0% | $11,596-94.0% |