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 | $96,267 | $202,318-52.4% | $172,739-44.3% | $152,861-37.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 235.17% | 1029.65%-794.5pp | 802.84%-567.7pp | 345.32%-110.2pp |
| Employer contribution / active EE | $8,064 | $5,856+37.7% | $5,143+56.8% | $4,762+69.3% |
| Participant deferral / active EE | $4,992 | $5,948-16.1% | $5,198-4.0% | $5,850-14.7% |
| Admin fee / account holder | $365 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |