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 | $40,021 | $150,440-73.4% | $136,294-70.6% | $147,584-72.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.10% | 1049.08%-1036.0pp | 5155.94%-5142.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,137 | $5,256-59.3% | $4,695-54.5% | $4,876-56.2% |
| Participant deferral / active EE | $10,004 | $6,630+50.9% | $6,247+60.1% | $5,439+83.9% |
| Admin fee / account holder | $7,435 | $10,905-31.8% | $9,243-19.6% | $10,885-31.7% |