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 10-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 | $99,536 | $150,440-33.8% | $136,294-27.0% | $147,584-32.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 35.82% | 1049.08%-1013.3pp | 5155.94%-5120.1pp | 578.55%-542.7pp |
| Employer contribution / active EE | $8,738 | $5,256+66.3% | $4,695+86.1% | $4,876+79.2% |
| Participant deferral / active EE | $6,372 | $6,630-3.9% | $6,247+2.0% | $5,439+17.2% |
| Admin fee / account holder | $1,458 | $10,905-86.6% | $9,243-84.2% | $10,885-86.6% |