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 | $72,908 | $150,440-51.5% | $136,294-46.5% | $147,584-50.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 88.96% | 1049.08%-960.1pp | 5155.94%-5067.0pp | 578.55%-489.6pp |
| Employer contribution / active EE | $6,626 | $5,256+26.1% | $4,695+41.1% | $4,876+35.9% |
| Participant deferral / active EE | $7,606 | $6,630+14.7% | $6,247+21.7% | $5,439+39.8% |
| Admin fee / account holder | $486 | $10,905-95.5% | $9,243-94.7% | $10,885-95.5% |