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 | $33,967 | $150,440-77.4% | $136,294-75.1% | $147,584-77.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 46.89% | 1049.08%-1002.2pp | 5155.94%-5109.0pp | 578.55%-531.7pp |
| Employer contribution / active EE | $4,352 | $5,256-17.2% | $4,695-7.3% | $4,876-10.8% |
| Participant deferral / active EE | $12,150 | $6,630+83.2% | $6,247+94.5% | $5,439+123.4% |
| Admin fee / account holder | $2,235 | $10,905-79.5% | $9,243-75.8% | $10,885-79.5% |