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 | $50,733 | $171,865-70.5% | $149,718-66.1% | $147,584-65.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 142.33% | 2113.22%-1970.9pp | 1501.63%-1359.3pp | 578.55%-436.2pp |
| Employer contribution / active EE | $12,856 | $6,275+104.9% | $5,445+136.1% | $4,876+163.6% |
| Participant deferral / active EE | $13,005 | $7,271+78.9% | $6,569+98.0% | $5,439+139.1% |
| Admin fee / account holder | $606 | $13,799-95.6% | $11,283-94.6% | $10,885-94.4% |