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 | $234,454 | $150,440+55.8% | $136,294+72.0% | $147,584+58.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.38% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $8,580 | $5,256+63.2% | $4,695+82.7% | $4,876+75.9% |
| Participant deferral / active EE | $7,628 | $6,630+15.0% | $6,247+22.1% | $5,439+40.2% |
| Admin fee / account holder | $1,407 | $10,905-87.1% | $9,243-84.8% | $10,885-87.1% |