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 | $205,388 | $171,865+19.5% | $149,718+37.2% | $147,584+39.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.94% | 2113.22%-2090.3pp | 1501.63%-1478.7pp | 578.55%-555.6pp |
| Employer contribution / active EE | $11,097 | $6,275+76.8% | $5,445+103.8% | $4,876+127.6% |
| Participant deferral / active EE | $12,826 | $7,271+76.4% | $6,569+95.3% | $5,439+135.8% |
| Admin fee / account holder | $4,592 | $13,799-66.7% | $11,283-59.3% | $10,885-57.8% |