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 | $65,566 | $202,318-67.6% | $172,739-62.0% | $152,861-57.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.75% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $9,484 | $5,856+62.0% | $5,143+84.4% | $4,762+99.2% |
| Participant deferral / active EE | $10,100 | $5,948+69.8% | $5,198+94.3% | $5,850+72.7% |
| Admin fee / account holder | $595 | $17,109-96.5% | $13,954-95.7% | $11,596-94.9% |