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 | $112,530 | $90,600+24.2% | $79,464+41.6% | $135,375-16.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 97.81% | 977.43%-879.6pp | 718.14%-620.3pp | 519.73%-421.9pp |
| Employer contribution / active EE | $3,177 | $3,068+3.6% | $2,800+13.5% | $4,779-33.5% |
| Participant deferral / active EE | $8,216 | $4,050+102.9% | $3,704+121.8% | $5,609+46.5% |
| Admin fee / account holder | $502 | $5,907-91.5% | $5,113-90.2% | $10,827-95.4% |