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 | $24,350 | $150,440-83.8% | $136,294-82.1% | $147,584-83.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 51.91% | 1049.08%-997.2pp | 5155.94%-5104.0pp | 578.55%-526.6pp |
| Employer contribution / active EE | $9,186 | $5,256+74.8% | $4,695+95.6% | $4,876+88.4% |
| Participant deferral / active EE | $10,730 | $6,630+61.8% | $6,247+71.8% | $5,439+97.3% |
| Admin fee / account holder | $609 | $10,905-94.4% | $9,243-93.4% | $10,885-94.4% |