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 | $133,036 | $109,817+21.1% | $98,442+35.1% | $167,490-20.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 49.14% | 1956.69%-1907.6pp | 1492.73%-1443.6pp | 478.56%-429.4pp |
| Employer contribution / active EE | $10,076 | $3,224+212.5% | $2,960+240.4% | $4,837+108.3% |
| Participant deferral / active EE | $11,509 | $4,673+146.3% | $4,276+169.1% | $6,341+81.5% |
| Admin fee / account holder | $28,060 | $6,753+315.5% | $5,949+371.7% | $12,309+128.0% |