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 | $238,264 | $169,032+41.0% | $129,207+84.4% | $145,922+63.3% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 59.05% | 14330.11%-14271.1pp | 9417.33%-9358.3pp | 561.29%-502.2pp |
| Employer contribution / active EE | $10,932 | $5,537+97.4% | $4,153+163.2% | $4,660+134.6% |
| Participant deferral / active EE | $7,733 | $4,987+55.1% | $4,168+85.5% | $6,688+15.6% |
| Admin fee / account holder | $1,950 | $9,954-80.4% | $7,715-74.7% | $13,397-85.4% |