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 | $206,397 | $176,662+16.8% | $130,648+58.0% | $152,861+35.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 33.52% | 2692.24%-2658.7pp | 1708.96%-1675.4pp | 345.32%-311.8pp |
| Employer contribution / active EE | $25,864 | $5,742+350.4% | $4,092+532.1% | $4,762+443.1% |
| Participant deferral / active EE | $2,000 | $4,361-54.1% | $3,603-44.5% | $5,850-65.8% |
| Admin fee / account holder | $859 | $7,133-88.0% | $5,464-84.3% | $11,596-92.6% |