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 | $181,816 | $150,440+20.9% | $136,294+33.4% | $147,584+23.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.28% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $4,201 | $5,256-20.1% | $4,695-10.5% | $4,876-13.9% |
| Participant deferral / active EE | $8,831 | $6,630+33.2% | $6,247+41.4% | $5,439+62.4% |
| Admin fee / account holder | $48,275 | $10,905+342.7% | $9,243+422.3% | $10,885+343.5% |