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 | $147,285 | $150,440-2.1% | $136,294+8.1% | $147,584-0.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.20% | 1049.08%-1024.9pp | 5155.94%-5131.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $35,000 | $5,256+565.9% | $4,695+645.4% | $4,876+617.8% |
| Participant deferral / active EE | $9,000 | $6,630+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $579 | $10,905-94.7% | $9,243-93.7% | $10,885-94.7% |