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 | $83,214 | $150,440-44.7% | $136,294-38.9% | $147,584-43.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.95% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $7,900 | $5,256+50.3% | $4,695+68.2% | $4,876+62.0% |
| Participant deferral / active EE | $11,500 | $6,630+73.4% | $6,247+84.1% | $5,439+111.4% |
| Admin fee / account holder | $883 | $10,905-91.9% | $9,243-90.4% | $10,885-91.9% |