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 6-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 | $95,050 | $127,777-25.6% | $106,548-10.8% | $167,490-43.3% |
| Participation rate | 95.8% | 78.3%+17.6pp | 76.1%+19.7pp | 82.1%+13.7pp |
| Annual return | 1036.80% | 33.87%+1002.9pp | 26.80%+1010.0pp | 478.56%+558.2pp |
| Employer contribution / active EE | $6,031 | $3,427+76.0% | $2,819+113.9% | $4,837+24.7% |
| Participant deferral / active EE | $14,777 | $5,087+190.5% | $4,398+236.0% | $6,341+133.0% |
| Admin fee / account holder | $1,199 | $11,228-89.3% | $7,407-83.8% | $12,309-90.3% |