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 4-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 | $72,997 | $180,749-59.6% | $160,784-54.6% | $137,256-46.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.63% | 2234.46%-2219.8pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $8,162 | $4,155+96.4% | $3,733+118.7% | $4,156+96.4% |
| Participant deferral / active EE | $16,325 | $6,844+138.5% | $6,293+159.4% | $6,407+154.8% |
| Admin fee / account holder | $71,807 | $10,397+590.7% | $9,717+639.0% | $12,270+485.2% |