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 10-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 | $99,748 | $202,318-50.7% | $172,739-42.3% | $152,861-34.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.20% | 1029.65%-1007.5pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,106 | $5,856-64.0% | $5,143-59.0% | $4,762-55.8% |
| Participant deferral / active EE | $7,925 | $5,948+33.2% | $5,198+52.5% | $5,850+35.5% |
| Admin fee / account holder | $3,443 | $17,109-79.9% | $13,954-75.3% | $11,596-70.3% |