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 | $143,559 | $150,440-4.6% | $136,294+5.3% | $147,584-2.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 53.91% | 1049.08%-995.2pp | 5155.94%-5102.0pp | 578.55%-524.6pp |
| Employer contribution / active EE | $13,910 | $5,256+164.6% | $4,695+196.2% | $4,876+185.3% |
| Participant deferral / active EE | $10,820 | $6,630+63.2% | $6,247+73.2% | $5,439+99.0% |
| Admin fee / account holder | $1,063 | $10,905-90.3% | $9,243-88.5% | $10,885-90.2% |