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 | $52,507 | $96,305-45.5% | $80,569-34.8% | $139,434-62.3% |
| Participation rate | 94.4% | 73.6%+20.8pp | 67.0%+27.4pp | 80.3%+14.1pp |
| Annual return | 53.97% | 1350.08%-1296.1pp | 935.43%-881.5pp | 372.94%-319.0pp |
| Employer contribution / active EE | $4,414 | $3,262+35.3% | $2,723+62.1% | $4,751-7.1% |
| Participant deferral / active EE | $7,489 | $5,232+43.1% | $4,447+68.4% | $6,710+11.6% |
| Admin fee / account holder | $4,314 | $6,599-34.6% | $5,377-19.8% | $11,403-62.2% |