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 8-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 | $94,733 | $150,440-37.0% | $136,294-30.5% | $147,584-35.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.34% | 1049.08%-1024.7pp | 5155.94%-5131.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $6,591 | $5,256+25.4% | $4,695+40.4% | $4,876+35.2% |
| Participant deferral / active EE | $10,000 | $6,630+50.8% | $6,247+60.1% | $5,439+83.9% |
| Admin fee / account holder | $831 | $10,905-92.4% | $9,243-91.0% | $10,885-92.4% |