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 | $73,503 | $202,318-63.7% | $172,739-57.4% | $152,861-51.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.40% | 1029.65%-1009.3pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $19,299 | $5,856+229.6% | $5,143+275.3% | $4,762+305.3% |
| Participant deferral / active EE | $8,091 | $5,948+36.0% | $5,198+55.7% | $5,850+38.3% |
| Admin fee / account holder | $481 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |