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 | $78,498 | $150,440-47.8% | $136,294-42.4% | $147,584-46.8% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 107.89% | 1049.08%-941.2pp | 5155.94%-5048.0pp | 578.55%-470.7pp |
| Employer contribution / active EE | $10,423 | $5,256+98.3% | $4,695+122.0% | $4,876+113.8% |
| Participant deferral / active EE | $13,519 | $6,630+103.9% | $6,247+116.4% | $5,439+148.6% |
| Admin fee / account holder | $1,394 | $10,905-87.2% | $9,243-84.9% | $10,885-87.2% |