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 | $116,871 | $171,865-32.0% | $149,718-21.9% | $147,584-20.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.69% | 2113.22%-2090.5pp | 1501.63%-1478.9pp | 578.55%-555.9pp |
| Employer contribution / active EE | $10,208 | $6,275+62.7% | $5,445+87.5% | $4,876+109.3% |
| Participant deferral / active EE | $17,612 | $7,271+142.2% | $6,569+168.1% | $5,439+223.8% |
| Admin fee / account holder | $4,732 | $13,799-65.7% | $11,283-58.1% | $10,885-56.5% |