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 | $60,144 | $202,318-70.3% | $172,739-65.2% | $152,861-60.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 109.16% | 1029.65%-920.5pp | 802.84%-693.7pp | 345.32%-236.2pp |
| Employer contribution / active EE | $11,081 | $5,856+89.2% | $5,143+115.5% | $4,762+132.7% |
| Participant deferral / active EE | $7,853 | $5,948+32.0% | $5,198+51.1% | $5,850+34.2% |
| Admin fee / account holder | $417 | $17,109-97.6% | $13,954-97.0% | $11,596-96.4% |