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 | $67,476 | $202,318-66.6% | $172,739-60.9% | $152,861-55.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.74% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $17,536 | $5,856+199.5% | $5,143+241.0% | $4,762+268.2% |
| Participant deferral / active EE | $7,757 | $5,948+30.4% | $5,198+49.2% | $5,850+32.6% |
| Admin fee / account holder | $884 | $17,109-94.8% | $13,954-93.7% | $11,596-92.4% |