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 7-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 | $114,001 | $88,751+28.4% | $81,812+39.3% | $145,922-21.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.72% | 1025.40%-990.7pp | 773.79%-739.1pp | 561.29%-526.6pp |
| Employer contribution / active EE | $5,155 | $3,083+67.2% | $2,912+77.0% | $4,660+10.6% |
| Participant deferral / active EE | $23,227 | $4,643+400.3% | $4,319+437.9% | $6,688+247.3% |
| Admin fee / account holder | $24,270 | $8,415+188.4% | $7,386+228.6% | $13,397+81.2% |