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 | $143,408 | $185,200-22.6% | $142,863+0.4% | $167,490-14.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 17.39% | 8555.70%-8538.3pp | 5637.54%-5620.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $7,500 | $5,604+33.8% | $4,144+81.0% | $4,837+55.0% |
| Participant deferral / active EE | $9,750 | $4,494+117.0% | $3,837+154.1% | $6,341+53.8% |
| Admin fee / account holder | $874 | $8,031-89.1% | $6,560-86.7% | $12,309-92.9% |