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 | $66,789 | $202,318-67.0% | $172,739-61.3% | $152,861-56.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.09% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $14,057 | $5,856+140.0% | $5,143+173.3% | $4,762+195.2% |
| Participant deferral / active EE | $9,544 | $5,948+60.4% | $5,198+83.6% | $5,850+63.1% |
| Admin fee / account holder | $10,161 | $17,109-40.6% | $13,954-27.2% | $11,596-12.4% |