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 | $84,769 | $150,440-43.7% | $136,294-37.8% | $147,584-42.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 47.28% | 1049.08%-1001.8pp | 5155.94%-5108.7pp | 578.55%-531.3pp |
| Employer contribution / active EE | $3,148 | $5,256-40.1% | $4,695-33.0% | $4,876-35.4% |
| Participant deferral / active EE | $5,708 | $6,630-13.9% | $6,247-8.6% | $5,439+4.9% |
| Admin fee / account holder | $709 | $10,905-93.5% | $9,243-92.3% | $10,885-93.5% |