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 7-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 | $52,817 | $202,318-73.9% | $172,739-69.4% | $152,861-65.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.73% | 1029.65%-1014.9pp | 802.84%-788.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $7,037 | $5,856+20.2% | $5,143+36.8% | $4,762+47.8% |
| Participant deferral / active EE | $9,935 | $5,948+67.0% | $5,198+91.2% | $5,850+69.8% |
| Admin fee / account holder | $1,010 | $17,109-94.1% | $13,954-92.8% | $11,596-91.3% |