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 10-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 | $44,675 | $150,440-70.3% | $136,294-67.2% | $147,584-69.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.91% | 1049.08%-1015.2pp | 5155.94%-5122.0pp | 578.55%-544.6pp |
| Employer contribution / active EE | $14,453 | $5,256+175.0% | $4,695+207.8% | $4,876+196.4% |
| Participant deferral / active EE | $12,810 | $6,630+93.2% | $6,247+105.1% | $5,439+135.5% |
| Admin fee / account holder | $518 | $10,905-95.3% | $9,243-94.4% | $10,885-95.2% |