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 | $44,015 | $180,449-75.6% | $154,107-71.4% | $135,375-67.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 179.44% | 888.09%-708.6pp | 735.12%-555.7pp | 519.73%-340.3pp |
| Employer contribution / active EE | $2,604 | $6,035-56.9% | $5,298-50.8% | $4,779-45.5% |
| Participant deferral / active EE | $6,308 | $5,806+8.6% | $5,081+24.2% | $5,609+12.5% |
| Admin fee / account holder | $912 | $16,143-94.4% | $13,411-93.2% | $10,827-91.6% |