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 | $177,950 | $88,751+100.5% | $81,812+117.5% | $145,922+21.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 201.48% | 1025.40%-823.9pp | 773.79%-572.3pp | 561.29%-359.8pp |
| Employer contribution / active EE | $2,952 | $3,083-4.3% | $2,912+1.3% | $4,660-36.7% |
| Participant deferral / active EE | $7,427 | $4,643+60.0% | $4,319+72.0% | $6,688+11.1% |
| Admin fee / account holder | $431 | $8,415-94.9% | $7,386-94.2% | $13,397-96.8% |