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 | $146,898 | $88,751+65.5% | $81,812+79.6% | $145,922+0.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 10.18% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $7,800 | $3,083+153.0% | $2,912+167.8% | $4,660+67.4% |
| Participant deferral / active EE | $16,514 | $4,643+255.7% | $4,319+282.4% | $6,688+146.9% |
| Admin fee / account holder | $78,002 | $8,415+826.9% | $7,386+956.1% | $13,397+482.2% |