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 | $122,248 | $160,055-23.6% | $140,016-12.7% | $135,375-9.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 126.48% | 911.38%-784.9pp | 651.12%-524.6pp | 519.73%-393.3pp |
| Employer contribution / active EE | $15,691 | $6,420+144.4% | $5,606+179.9% | $4,779+228.4% |
| Participant deferral / active EE | $10,702 | $7,642+40.0% | $6,927+54.5% | $5,609+90.8% |
| Admin fee / account holder | $990 | $13,328-92.6% | $10,705-90.8% | $10,827-90.9% |