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 3-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 | $86,841 | $180,749-52.0% | $160,784-46.0% | $137,256-36.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 33.73% | 2234.46%-2200.7pp | 1803.92%-1770.2pp | 220.34%-186.6pp |
| Employer contribution / active EE | $19,371 | $4,155+366.2% | $3,733+419.0% | $4,156+366.1% |
| Participant deferral / active EE | $16,455 | $6,844+140.4% | $6,293+161.5% | $6,407+156.8% |
| Admin fee / account holder | $1,270 | $10,397-87.8% | $9,717-86.9% | $12,270-89.7% |