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 | $35,624 | $150,440-76.3% | $136,294-73.9% | $147,584-75.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $6,625 | $5,256+26.1% | $4,695+41.1% | $4,876+35.9% |
| Participant deferral / active EE | $11,791 | $6,630+77.8% | $6,247+88.7% | $5,439+116.8% |
| Admin fee / account holder | $308 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |