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 | $137,446 | $156,846-12.4% | $121,098+13.5% | $139,434-1.4% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 70.31% | 1474.56%-1404.2pp | 985.75%-915.4pp | 372.94%-302.6pp |
| Employer contribution / active EE | $5,511 | $5,536-0.4% | $4,164+32.4% | $4,751+16.0% |
| Participant deferral / active EE | $10,286 | $4,844+112.3% | $4,080+152.1% | $6,710+53.3% |
| Admin fee / account holder | $7,268 | $6,946+4.6% | $5,644+28.8% | $11,403-36.3% |