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 | $76,672 | $150,440-49.0% | $136,294-43.7% | $147,584-48.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 110.40% | 1049.08%-938.7pp | 5155.94%-5045.5pp | 578.55%-468.1pp |
| Employer contribution / active EE | $17,514 | $5,256+233.2% | $4,695+273.0% | $4,876+259.2% |
| Participant deferral / active EE | $6,443 | $6,630-2.8% | $6,247+3.1% | $5,439+18.5% |
| Admin fee / account holder | $727 | $10,905-93.3% | $9,243-92.1% | $10,885-93.3% |