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 | $22,228 | $99,020-77.6% | $86,590-74.3% | $147,584-84.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.13% | 1312.34%-1292.2pp | 964.84%-944.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $10,402 | $3,132+232.1% | $2,839+266.3% | $4,876+113.3% |
| Participant deferral / active EE | $5,775 | $3,972+45.4% | $3,609+60.0% | $5,439+6.2% |
| Admin fee / account holder | $5,372 | $5,710-5.9% | $4,906+9.5% | $10,885-50.6% |