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 | $132,744 | $150,440-11.8% | $136,294-2.6% | $147,584-10.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.75% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $16,923 | $5,256+222.0% | $4,695+260.4% | $4,876+247.1% |
| Participant deferral / active EE | $21,344 | $6,630+221.9% | $6,247+241.7% | $5,439+292.5% |
| Admin fee / account holder | $950 | $10,905-91.3% | $9,243-89.7% | $10,885-91.3% |