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 | $60,001 | $159,901-62.5% | $146,958-59.2% | $145,922-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.79% | 98.13%-75.3pp | 418.34%-395.5pp | 561.29%-538.5pp |
| Employer contribution / active EE | $9,261 | $5,286+75.2% | $4,933+87.7% | $4,660+98.8% |
| Participant deferral / active EE | $12,509 | $8,428+48.4% | $8,070+55.0% | $6,688+87.0% |
| Admin fee / account holder | $90,586 | $15,044+502.1% | $12,998+596.9% | $13,397+576.2% |