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 | $51,470 | $150,440-65.8% | $136,294-62.2% | $147,584-65.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 49.76% | 1049.08%-999.3pp | 5155.94%-5106.2pp | 578.55%-528.8pp |
| Employer contribution / active EE | $11,476 | $5,256+118.3% | $4,695+144.4% | $4,876+135.3% |
| Participant deferral / active EE | $8,819 | $6,630+33.0% | $6,247+41.2% | $5,439+62.2% |
| Admin fee / account holder | $1,214 | $10,905-88.9% | $9,243-86.9% | $10,885-88.8% |