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 | $19,537 | $97,757-80.0% | $83,848-76.7% | $135,375-85.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 229.97% | 1287.37%-1057.4pp | 850.88%-620.9pp | 519.73%-289.8pp |
| Employer contribution / active EE | $9,628 | $4,222+128.1% | $3,631+165.2% | $4,779+101.5% |
| Participant deferral / active EE | $9,096 | $4,682+94.3% | $4,082+122.9% | $5,609+62.2% |
| Admin fee / account holder | $7,123 | $6,674+6.7% | $5,478+30.0% | $10,827-34.2% |