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 | $81,414 | $150,440-45.9% | $136,294-40.3% | $147,584-44.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.32% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,611 | $5,256-31.3% | $4,695-23.1% | $4,876-26.0% |
| Participant deferral / active EE | $10,599 | $6,630+59.8% | $6,247+69.7% | $5,439+94.9% |
| Admin fee / account holder | $16,006 | $10,905+46.8% | $9,243+73.2% | $10,885+47.0% |