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 | $87,800 | $150,440-41.6% | $136,294-35.6% | $147,584-40.5% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 13.82% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $15,536 | $5,256+195.6% | $4,695+230.9% | $4,876+218.6% |
| Participant deferral / active EE | $8,369 | $6,630+26.2% | $6,247+34.0% | $5,439+53.9% |
| Admin fee / account holder | $346 | $10,905-96.8% | $9,243-96.3% | $10,885-96.8% |